Private Advisor Group
IGSB icon

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

Private Advisor 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
2023
Q4 		– Sell
-67,900
Closed -$33.8K – 2364
2023
Q3 		$33.8K Buy
+67,900
New +$3.4M ﹤0.01% 2063

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Private Advisor Group's IGSB Position: Q3 2026 in Review

Private Advisor Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 112% in Q3 2026, buying an estimated $4.07M and bringing the position to 148,285 shares worth $7.6M. The position accounts for 0.03% of the portfolio, ranked #591.

Private Advisor Group first reported a position in IGSB in Q4 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q3 2021. 831 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Private Advisor Group held 148,285 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.6M as of Q3 2026.
  • Private Advisor Group bought 78,363 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.07M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Private Advisor Group's portfolio in Q3 2026, its #591 holding.
  • Private Advisor Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 52 quarters since.
  • Private Advisor Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $13.6M in Q3 2021.
  • 831 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.