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

Prime Capital Investment 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 		$29.9M Buy
569,198
+14,546
+3% +$769K 0.35% 70
2025
Q4 		$29.3M Buy
554,652
+10,346
+2% +$548K 0.36% 57
2025
Q3 		$28.9M Sell
544,306
-467
-0.1% -$24.6K 0.36% 55
2025
Q2 		$28.7M Sell
544,773
-284,203
-34% -$14.8M 0.38% 54
2025
Q1 		$43.4M Buy
828,976
+575,872
+228% +$29.9M 0.51% 49
2024
Q4 		$13.1M Buy
253,104
+34,213
+16% +$1.78M 0.19% 96
2024
Q3 		$11.5M Buy
218,891
+38,347
+21% +$2M 0.16% 104
2024
Q2 		$9.25M Sell
180,544
-230,548
-56% -$11.8M 0.14% 119
2024
Q1 		$21.1M Buy
411,092
+13,633
+3% +$698K 0.29% 71
2023
Q4 		$20.4M Buy
397,459
+43,983
+12% +$2.21M 0.31% 73
2023
Q3 		$17.6M Sell
353,476
-3,767
-1% -$188K 0.36% 66
2023
Q2 		$17.9M Buy
357,243
+60,450
+20% +$3.05M 0.35% 64
2023
Q1 		$15M Sell
296,793
-38,426
-11% -$1.93M 0.62% 37
2022
Q4 		$16.7M Buy
335,219
+19,725
+6% +$977K 0.63% 40
2022
Q3 		$15.5M Buy
315,494
+86,532
+38% +$4.37M 0.89% 20
2022
Q2 		$11.6M Buy
228,962
+5,231
+2% +$266K 0.69% 24
2022
Q1 		$12.1M Sell
223,731
-80,957
-27% -$4.27M 0.67% 25
2021
Q4 		$16.4M Buy
304,688
+16,880
+6% +$914K 0.88% 19
2021
Q3 		$15.7M Sell
287,808
-23,872
-8% -$1.31M 0.98% 14
2021
Q2 		$17.1M Buy
311,680
+9,673
+3% +$530K 0.99% 16
2021
Q1 		$16.5M Buy
302,007
+67,088
+29% +$3.68M 1.19% 12
2020
Q4 		$13M Sell
234,919
-423,040
-64% -$23.3M 1% 16
2020
Q3 		$36.1M Buy
657,959
+103,075
+19% +$5.66M 3.04% 8
2020
Q2 		$30.4M Buy
554,884
+58,003
+12% +$3.12M 2.84% 8
2020
Q1 		$26M Buy
496,881
+27,145
+6% +$1.44M 3.08% 6
2019
Q4 		$25.2M Buy
469,736
+376,984
+406% +$20.2M 2.88% 9
2019
Q3 		$4.98M Buy
+92,752
New +$4.96M 0.77% 30
2019
Q2 		– Sell
-2,000
Closed -$106K – 371
2019
Q1 		$106K Sell
2,000
-769
-28% -$40.1K 0.03% 155
2018
Q4 		$143K Buy
2,769
+769
+38% +$39.6K 0.05% 124
2018
Q3 		$104K Hold
2,000
– – 0.03% 160
2018
Q2 		$104K Buy
+2,000
New +$104K 0.04% 156

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

Prime Capital Investment Advisors's IGSB Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.6% in Q1 2026, buying an estimated $769K and bringing the position to 569,198 shares worth $29.9M. The position accounts for 0.35% of the portfolio, ranked #70.

Prime Capital Investment Advisors first reported a position in IGSB in Q2 2018 and has held it in 31 quarters since. The position peaked at $43.4M in Q1 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Prime Capital Investment Advisors held 569,198 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $29.9M as of Q1 2026.
  • Prime Capital Investment Advisors bought 14,546 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $769K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.35% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • Prime Capital Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $43.4M in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.