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

Portland Financial Advisors’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 		$220K Hold
4,190
– – 0.46% 73
2025
Q4 		$222K Hold
4,190
– – 0.47% 67
2025
Q3 		$222K Hold
4,190
– – 0.47% 65
2025
Q2 		$221K Hold
4,190
– – 0.53% 61
2025
Q1 		$219K Hold
4,190
– – 0.56% 60
2024
Q4 		$217K Buy
+4,190
New +$218K 0.58% 59

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Portland Financial Advisors's IGSB Position: Q1 2026 in Review

Portland Financial Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 4,190 shares worth $220K. The position accounts for 0.46% of the portfolio, ranked #73.

Portland Financial Advisors first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $222K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Portland Financial Advisors held 4,190 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $220K as of Q1 2026.
  • Portland Financial Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.46% of Portland Financial Advisors's portfolio in Q1 2026, its #73 holding.
  • Portland Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Portland Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $222K in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.