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Pinnacle Wealth Planning Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pinnacle Wealth Planning Services’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 		$292K Hold
5,575
– – 0.03% 389
2026
Q1 		$293K Hold
5,575
– – 0.03% 348
2025
Q4 		$295K Sell
5,575
-5,500
-50% -$291K 0.03% 332
2025
Q3 		$587K Hold
11,075
– – 0.07% 179
2025
Q2 		$584K Buy
11,075
+5,375
+94% +$281K 0.08% 166
2025
Q1 		$299K Hold
5,700
– – 0.04% 265
2024
Q4 		$295K Hold
5,700
– – 0.04% 252
2024
Q3 		$300K Buy
+5,700
New +$297K 0.04% 303
2021
Q1 		– Sell
-30
Closed -$2K – 1105
2020
Q4 		$2K Buy
+30
New +$1.65K ﹤0.01% 1936

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

Pinnacle Wealth Planning Services's IGSB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 5,575 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #389.

Pinnacle Wealth Planning Services first reported a position in IGSB in Q4 2020 and has held it in 9 quarters since. The position peaked at $587K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,575 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $292K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #389 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $587K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.