PFS Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

PFS Partners’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 Q3	$26.3K	Hold	513	–	–	0.01%	290
2026 Q2	$26.9K	Hold	513	–	–	0.01%	274
2026 Q1	$27K	Hold	513	–	–	0.01%	250
2025 Q4	$27.1K	Hold	513	–	–	0.01%	247
2025 Q3	$27.2K	Buy	+513	New	+$27.1K	0.01%	237

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PFS Partners's IGSB Position: Q3 2026 in Review

PFS Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 513 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #290.

PFS Partners first reported a position in IGSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.2K in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

PFS Partners held 513 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $26.3K as of Q3 2026.
PFS Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of PFS Partners's portfolio in Q3 2026, its #290 holding.
PFS Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
PFS Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $27.2K in Q3 2025.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.