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

PlanVest 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
Q2 		$46.2K Sell
881
-42
-5% -$2.2K 0.03% 232
2026
Q1 		$48.5K Buy
+923
New +$48.8K 0.04% 213

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

PlanVest Financial's IGSB Position: Q2 2026 in Review

PlanVest Financial reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.6% in Q2 2026, selling an estimated $2.2K and leaving 881 shares worth $46.2K. The position accounts for 0.03% of the portfolio, ranked #232.

PlanVest Financial first reported a position in IGSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.5K in Q1 2026. 986 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • PlanVest Financial held 881 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $46.2K as of Q2 2026.
  • PlanVest Financial sold 42 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #232 holding.
  • PlanVest Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $48.5K in Q1 2026.
  • 986 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.