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Peak Planning Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Peak Planning Group’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 		$1.13M Sell
21,641
-231
-1% -$12.1K 0.26% 49
2026
Q1 		$1.15M Buy
21,872
+748
+4% +$39.5K 0.32% 44
2025
Q4 		$1.12M Buy
21,124
+9,769
+86% +$517K 0.31% 48
2025
Q3 		$602K Buy
+11,355
New +$599K 0.31% 40
2025
Q2 		– Sell
-5,987
Closed -$314K – 109
2025
Q1 		$314K Buy
5,987
+571
+11% +$29.7K 0.13% 93
2024
Q4 		$280K Buy
5,416
+20
+0.4% +$1.04K 0.12% 96
2024
Q3 		$284K Buy
5,396
+412
+8% +$21.4K 0.12% 91
2024
Q2 		$255K Buy
4,984
+172
+4% +$8.77K 0.13% 90
2024
Q1 		$247K Buy
4,812
+208
+5% +$10.6K 0.15% 67
2023
Q4 		$236K Sell
4,604
-75
-2% -$3.77K 0.17% 65
2023
Q3 		$233K Sell
4,679
-496
-10% -$24.8K 0.18% 72
2023
Q2 		$260K Buy
5,175
+640
+14% +$32.2K 0.19% 74
2023
Q1 		$229K Sell
4,535
-516
-10% -$25.9K 0.19% 76
2022
Q4 		$252K Sell
5,051
-2,249
-31% -$111K 0.22% 71
2022
Q3 		$360K Hold
7,300
– – 0.33% 53
2022
Q2 		$369K Buy
+7,300
New +$372K 0.31% 52
2021
Q4 		$462K Sell
8,571
-1,551
-15% -$84K 0.34% 56
2021
Q3 		$553K Buy
+10,122
New +$554K 0.48% 45
2021
Q1 		$579K Sell
10,592
-270
-2% -$14.8K 0.57% 39
2020
Q4 		$599K Buy
10,862
+15
+0.1% +$825 0.68% 30
2020
Q3 		$596K Buy
+10,847
New +$596K 0.83% 25

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

Peak Planning Group's IGSB Position: Q2 2026 in Review

Peak Planning Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, selling an estimated $12.1K and leaving 21,641 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #49.

Peak Planning Group first reported a position in IGSB in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Peak Planning Group held 21,641 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Peak Planning Group sold 231 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.26% of Peak Planning Group's portfolio in Q2 2026, its #49 holding.
  • Peak Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Peak Planning Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.