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

Prospera Financial Services’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
Q2 		$2.34M Sell
44,711
-400
-0.9% -$21K 0.03% 475
2026
Q1 		$2.37M Sell
45,111
-100
-0.2% -$5.29K 0.04% 452
2025
Q4 		$2.39M Buy
45,211
+22,537
+99% +$1.19M 0.04% 437
2025
Q3 		$1.2M Sell
22,674
-135
-0.6% -$7.13K 0.02% 613
2025
Q2 		$1.2M Sell
22,809
-2,112
-8% -$110K 0.02% 599
2025
Q1 		$1.31M Sell
24,921
-816
-3% -$42.4K 0.03% 490
2024
Q4 		$1.33M Buy
25,737
+2,599
+11% +$135K 0.03% 467
2024
Q3 		$1.22M Sell
23,138
-269
-1% -$14K 0.03% 458
2024
Q2 		$1.2M Sell
23,407
-28,465
-55% -$1.45M 0.03% 458
2024
Q1 		$2.66M Buy
51,872
+14,104
+37% +$722K 0.08% 284
2023
Q4 		$1.94M Buy
37,768
+21,600
+134% +$1.08M 0.06% 309
2023
Q3 		$806K Sell
16,168
-2,888
-15% -$144K 0.03% 474
2023
Q2 		$957K Sell
19,056
-1,310
-6% -$66K 0.04% 429
2023
Q1 		$1.03M Sell
20,366
-1,432
-7% -$71.9K 0.04% 419
2022
Q4 		$1.09M Sell
21,798
-5,083
-19% -$252K 0.05% 338
2022
Q3 		$1.32M Sell
26,881
-3,044
-10% -$154K 0.07% 306
2022
Q2 		$1.51M Sell
29,925
-3,706
-11% -$189K 0.08% 291
2022
Q1 		$1.74M Sell
33,631
-1,514
-4% -$79.8K 0.07% 301
2021
Q4 		$1.9M Buy
35,145
+2,728
+8% +$148K 0.08% 275
2021
Q3 		$1.77M Buy
32,417
+8,831
+37% +$484K 0.09% 260
2021
Q2 		$1.29M Buy
23,586
+4,190
+22% +$230K 0.06% 329
2021
Q1 		$1.06M Buy
19,396
+2,987
+18% +$164K 0.06% 331
2020
Q4 		$905K Buy
16,409
+15,131
+1,184% +$832K 0.06% 315
2020
Q3 		$70K Sell
1,278
-9,070
-88% -$498K 0.03% 511
2020
Q2 		$566K Buy
+10,348
New +$557K 0.05% 325
2015
Q4 		– Sell
-5,828
Closed -$306K – 312
2015
Q3 		$306K Buy
5,828
+1,580
+37% +$83K 0.08% 187
2015
Q2 		$224K Buy
4,248
+6
+0.1% +$316 0.05% 253
2015
Q1 		$224K Sell
4,242
-1,780
-30% -$93.7K 0.05% 269
2014
Q4 		$317K Sell
6,022
-52
-0.9% -$2.74K 0.08% 203
2014
Q3 		$320K Buy
6,074
+2
+0% +$105 0.09% 193
2014
Q2 		$321K Sell
6,072
-138
-2% -$7.28K 0.09% 189
2014
Q1 		$328K Sell
6,210
-5,418
-47% -$286K 0.1% 153
2013
Q4 		$613K Sell
11,628
-2,266
-16% -$119K 0.21% 78
2013
Q3 		$731K Sell
13,894
-4,008
-22% -$210K 0.28% 77
2013
Q2 		$939K Buy
+17,902
New +$943K 0.43% 60

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prospera Financial Services's IGSB Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.89% in Q2 2026, selling an estimated $21K and leaving 44,711 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #475.

Prospera Financial Services first reported a position in IGSB in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.66M in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Prospera Financial Services held 44,711 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.34M as of Q2 2026.
  • Prospera Financial Services sold 400 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $21K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #475 holding.
  • Prospera Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Prospera Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.66M in Q1 2024.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.