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Patriot Financial Group Insurance Agency’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
5,409
-4,467
-45% -$234K 0.03% 401
2026
Q1 		$519K Buy
9,876
+4,796
+94% +$254K 0.03% 434
2025
Q4 		$269K Buy
5,080
+234
+5% +$12.4K 0.03% 414
2025
Q3 		$257K Buy
4,846
+738
+18% +$39K 0.03% 414
2025
Q2 		$217K Buy
4,108
+157
+4% +$8.2K 0.02% 477
2025
Q1 		$207K Buy
+3,951
New +$205K 0.03% 448
2022
Q3 		– Sell
-2,721
Closed -$138K – 1116
2022
Q2 		$138K Buy
2,721
+535
+24% +$27.2K 0.03% 465
2022
Q1 		$113K Sell
2,186
-10
-0.5% -$527 0.02% 548
2021
Q4 		$118K Hold
2,196
– – 0.02% 600
2021
Q3 		$120K Sell
2,196
-229
-9% -$12.5K 0.02% 588
2021
Q2 		$133K Sell
2,425
-3,302
-58% -$181K 0.02% 542
2021
Q1 		$313K Sell
5,727
-22,889
-80% -$1.26M 0.07% 282
2020
Q4 		$1.58M Sell
28,616
-6,546
-19% -$360K 0.4% 43
2020
Q3 		$1.93M Buy
35,162
+4,787
+16% +$263K 0.63% 23
2020
Q2 		$1.66M Buy
30,375
+29,201
+2,487% +$1.57M 0.64% 25
2020
Q1 		$61K Sell
1,174
-3,121
-73% -$166K 0.03% 412
2019
Q4 		$230K Buy
4,295
+2,617
+156% +$140K 0.09% 200
2019
Q3 		$90K Buy
1,678
+19
+1% +$1.02K 0.04% 329
2019
Q2 		$88K Buy
1,659
+2
+0.1% +$106 0.04% 334
2019
Q1 		$88K Buy
1,657
+203
+14% +$10.6K 0.05% 292
2018
Q4 		$75K Sell
1,454
-270
-16% -$13.9K 0.05% 261
2018
Q3 		$89K Buy
1,724
+296
+21% +$15.3K 0.05% 214
2018
Q2 		$74K Sell
1,428
-392
-22% -$20.3K 0.08% 147
2018
Q1 		$94K Sell
1,820
-168
-8% -$8.74K 0.07% 221
2017
Q4 		$105K Buy
1,988
+1,604
+418% +$84.1K 0.08% 203
2017
Q3 		$20K Buy
384
+154
+67% +$8.12K 0.02% 407
2017
Q2 		$12K Buy
230
+164
+248% +$8.63K 0.01% 493
2017
Q1 		$3K Sell
66
-710
-91% -$37.3K ﹤0.01% 703
2016
Q4 		$41K Buy
+776
New +$40.8K 0.06% 249

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IGSB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 45% in Q2 2026, selling an estimated $234K and leaving 5,409 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #401.

Patriot Financial Group Insurance Agency first reported a position in IGSB in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.93M in Q3 2020. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,409 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $284K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,467 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $234K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #401 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.93M in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.