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PKS Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

PKS Advisory 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 		$468K Buy
8,938
+1,266
+17% +$66.4K 0.07% 227
2026
Q1 		$403K Buy
7,672
+562
+8% +$29.7K 0.09% 180
2025
Q4 		$376K Buy
7,110
+1,001
+16% +$53K 0.09% 179
2025
Q3 		$324K Buy
6,109
+292
+5% +$15.4K 0.07% 185
2025
Q2 		$307K Buy
5,817
+416
+8% +$21.7K 0.08% 194
2025
Q1 		$283K Sell
5,401
-74
-1% -$3.85K 0.08% 194
2024
Q4 		$283K Buy
+5,475
New +$285K 0.07% 194

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

PKS Advisory Services's IGSB Position: Q2 2026 in Review

PKS Advisory Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q2 2026, buying an estimated $66.4K and bringing the position to 8,938 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #227.

PKS Advisory Services first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • PKS Advisory Services held 8,938 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $468K as of Q2 2026.
  • PKS Advisory Services bought 1,266 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $66.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of PKS Advisory Services's portfolio in Q2 2026, its #227 holding.
  • PKS Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.