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

Plancorp LLC’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 		$1.33M Buy
25,550
+230
+0.9% +$12.1K 0.03% 179
2026
Q1 		$1.33M Buy
25,320
+973
+4% +$51.4K 0.04% 139
2025
Q4 		$1.29M Buy
24,347
+310
+1% +$16.4K 0.04% 134
2025
Q3 		$1.27M Buy
24,037
+4,298
+22% +$227K 0.04% 137
2025
Q2 		$1.04M Sell
19,739
-190
-1% -$9.93K 0.04% 149
2025
Q1 		$1.04M Buy
19,929
+48
+0.2% +$2.5K 0.04% 141
2024
Q4 		$1.03M Buy
19,881
+32
+0.2% +$1.66K 0.04% 127
2024
Q3 		$1.05M Buy
19,849
+95
+0.5% +$4.94K 0.04% 121
2024
Q2 		$1.01M Buy
19,754
+7,512
+61% +$383K 0.04% 118
2024
Q1 		$628K Sell
12,242
-113
-0.9% -$5.78K 0.03% 154
2023
Q4 		$634K Buy
12,355
+40
+0.3% +$2.01K 0.03% 141
2023
Q3 		$614K Buy
12,315
+3,730
+43% +$187K 0.03% 139
2023
Q2 		$431K Sell
8,585
-276
-3% -$13.9K 0.02% 162
2023
Q1 		$448K Sell
8,861
-335
-4% -$16.8K 0.03% 162
2022
Q4 		$458K Hold
9,196
– – 0.03% 151
2022
Q3 		$453K Buy
9,196
+3,500
+61% +$177K 0.03% 151
2022
Q2 		$288K Buy
5,696
+40
+0.7% +$2.04K 0.02% 185
2022
Q1 		$293K Sell
5,656
-668
-11% -$35.2K 0.02% 199
2021
Q4 		$341K Hold
6,324
– – 0.02% 181
2021
Q3 		$346K Buy
+6,324
New +$346K 0.02% 171
2021
Q1 		– Sell
-9,387
Closed -$518K – 211
2020
Q4 		$518K Buy
+9,387
New +$516K 0.13% 114

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Plancorp LLC's IGSB Position: Q2 2026 in Review

Plancorp LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.91% in Q2 2026, buying an estimated $12.1K and bringing the position to 25,550 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #179.

Plancorp LLC first reported a position in IGSB in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.33M in Q1 2026. 283 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Plancorp LLC held 25,550 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.33M as of Q2 2026.
  • Plancorp LLC bought 230 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 0.03% of Plancorp LLC's portfolio in Q2 2026, its #179 holding.
  • Plancorp LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Plancorp LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.33M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.