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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
Q1 		$9.95M 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 		$9.51M 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 		$9.96M 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 		$9.89M 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

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Powers Advisory Group's IGSB Position: Q1 2026 in Review

Powers Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.9% in Q1 2026, buying an estimated $555K and bringing the position to 189,288 shares worth $9.95M. The position accounts for 3.51% of the portfolio, ranked #10.

Powers Advisory Group first reported a position in IGSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Powers Advisory Group held 189,288 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.95M as of Q1 2026.
  • Powers Advisory Group bought 10,492 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $555K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.51% of Powers Advisory Group's portfolio in Q1 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 18 quarters since.
  • Powers Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.5M in Q2 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 Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.