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

Phoenix Financial’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
Q1 		$820K Buy
15,598
+600
+4% +$31.7K 0.01% 248
2025
Q4 		$793K Buy
14,998
+1,620
+12% +$85.8K 0.01% 246
2025
Q3 		$709K Buy
13,378
+240
+2% +$12.7K 0.01% 259
2025
Q2 		$693K Buy
13,138
+440
+3% +$23K 0.01% 262
2025
Q1 		$665K Hold
12,698
– – 0.01% 242
2024
Q4 		$656K Sell
12,698
-7,058
-36% -$367K 0.01% 241
2024
Q3 		$1.04M Buy
19,756
+52
+0.3% +$2.71K 0.02% 219
2024
Q2 		$1.01M Sell
19,704
-4,955
-20% -$253K 0.02% 215
2024
Q1 		$1.26M Sell
24,659
-5,606
-19% -$287K 0.02% 217
2023
Q4 		$1.55M Sell
30,265
-1,016
-3% -$51K 0.03% 202
2023
Q3 		$1.56M Sell
31,281
-250
-0.8% -$12.5K 0.03% 202
2023
Q2 		$1.58M Sell
31,531
-4,466
-12% -$225K 0.03% 179
2023
Q1 		$1.82M Buy
35,997
+8,490
+31% +$426K 0.04% 152
2022
Q4 		$1.37M Buy
27,507
+4,377
+19% +$217K 0.03% 157
2022
Q3 		$1.14M Hold
23,130
– – 0.03% 179
2022
Q2 		$1.17M Hold
23,130
– – 0.02% 206
2022
Q1 		$1.2M Sell
23,130
-1,545
-6% -$81.4K 0.02% 243
2021
Q4 		$1.33M Buy
24,675
+11,735
+91% +$635K 0.02% 227
2021
Q3 		$707K Sell
12,940
-7,000
-35% -$383K 0.01% 294
2021
Q2 		$1.09M Sell
19,940
-7,771
-28% -$426K 0.02% 249
2021
Q1 		$1.51M Sell
27,711
-3,261
-11% -$179K 0.03% 252
2020
Q4 		$1.71M Sell
30,972
-57,234
-65% -$3.15M 0.05% 192
2020
Q3 		$4.57M Buy
88,206
+7,137
+9% +$392K 0.19% 106
2020
Q2 		$4.22M Buy
81,069
+13,902
+21% +$749K 0.18% 116
2020
Q1 		$3.44M Buy
67,167
+7,064
+12% +$376K 0.17% 123
2019
Q4 		$3.21M Sell
60,103
-11,584
-16% -$621K 0.13% 120
2019
Q3 		$3.67M Buy
+71,687
New +$3.84M 0.17% 107

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial's IGSB Position: Q1 2026 in Review

Phoenix Financial increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4% in Q1 2026, buying an estimated $31.7K and bringing the position to 15,598 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #248.

Phoenix Financial first reported a position in IGSB in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.57M in Q3 2020. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Phoenix Financial held 15,598 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $820K as of Q1 2026.
  • Phoenix Financial bought 600 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $31.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #248 holding.
  • Phoenix Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.57M in Q3 2020.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.