PAG
IGSB icon

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

Powers Advisory Group’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
Q3 		$10.2M Buy
198,421
+8,296
+4% +$431K 3.08% 10
2026
Q2 		$10M Buy
190,125
+837
+0.4% +$43.9K 3.12% 10
2026
Q1 		$9.9M Buy
189,288
+10,492
+6% +$555K 3.51% 10
2025
Q4 		$9.45M Sell
178,796
-548
-0.3% -$29K 3.56% 8
2025
Q3 		$9.5M Sell
179,344
-19,067
-10% -$1.01M 3.79% 7
2025
Q2 		$10.5M Buy
198,411
+2,210
+1% +$115K 4.6% 5
2025
Q1 		$10.3M Buy
196,201
+3,547
+2% +$184K 4.9% 4
2024
Q4 		$10M Sell
192,654
-4,453
-2% -$231K 4.99% 4
2024
Q3 		$10.4M Buy
197,107
+4,022
+2% +$209K 5.18% 4
2024
Q2 		$9.9M Buy
193,085
+11,399
+6% +$581K 5.4% 4
2024
Q1 		$9.32M Buy
181,686
+9,067
+5% +$464K 5.33% 4
2023
Q4 		$8.85M Buy
172,619
+1,798
+1% +$90.3K 5.46% 4
2023
Q3 		$8.51M Buy
170,821
+7,617
+5% +$381K 5.78% 3
2023
Q2 		$8.19M Buy
163,204
+5,420
+3% +$273K 5.43% 4
2023
Q1 		$7.97M Buy
157,784
+9,477
+6% +$476K 5.57% 3
2022
Q4 		$7.39M Buy
148,307
+2,265
+2% +$112K 5.45% 3
2022
Q3 		$7.2M Buy
146,042
+1,878
+1% +$94.8K 5.74% 3
2022
Q2 		$7.29M Buy
144,164
+5,107
+4% +$260K 5.61% 3
2022
Q1 		$7.19M Buy
139,057
+68,139
+96% +$3.59M 5% 3
2021
Q4 		$3.82M Buy
+70,918
New +$3.84M 2.69% 10

Other funds holding IGSB

MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
AFS
Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return

Powers Advisory Group's IGSB Position: Q3 2026 in Review

Powers Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.4% in Q3 2026, buying an estimated $431K and bringing the position to 198,421 shares worth $10.2M. The position accounts for 3.08% of the portfolio, ranked #10.

Powers Advisory Group first reported a position in IGSB in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.5M in Q2 2025. 208 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Powers Advisory Group held 198,421 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.2M as of Q3 2026.
  • Powers Advisory Group bought 8,296 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $431K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.08% of Powers Advisory Group's portfolio in Q3 2026, its #10 holding.
  • Powers Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.5M in Q2 2025.
  • 208 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.