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Prosperity Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Prosperity Planning’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 		$16.6M Buy
317,095
+24,103
+8% +$1.26M 3.81% 7
2026
Q1 		$15.4M Buy
292,992
+17,807
+6% +$941K 3.9% 7
2025
Q4 		$14.6M Buy
275,185
+19,837
+8% +$1.05M 3.81% 7
2025
Q3 		$13.5M Buy
255,348
+16,030
+7% +$846K 3.65% 7
2025
Q2 		$12.6M Buy
239,318
+4,602
+2% +$240K 3.64% 7
2025
Q1 		$12.3M Buy
234,716
+8,743
+4% +$455K 3.85% 7
2024
Q4 		$11.7M Buy
225,973
+12,194
+6% +$634K 3.74% 7
2024
Q3 		$11.3M Buy
213,779
+7,749
+4% +$403K 3.57% 8
2024
Q2 		$10.6M Buy
206,030
+10,319
+5% +$526K 3.61% 9
2024
Q1 		$10M Buy
195,711
+19,208
+11% +$983K 3.48% 10
2023
Q4 		$9.05M Buy
176,503
+11,538
+7% +$579K 3.39% 9
2023
Q3 		$8.22M Buy
164,965
+7,863
+5% +$393K 3.44% 9
2023
Q2 		$7.88M Buy
157,102
+8,791
+6% +$443K 3.25% 9
2023
Q1 		$7.5M Buy
148,311
+11,459
+8% +$575K 3.27% 9
2022
Q4 		$6.86M Hold
136,852
– – 3.39% 9
2022
Q3 		$6.74M Buy
136,852
+20,765
+18% +$1.05M 3.52% 9
2022
Q2 		$6.87M Hold
116,087
– – 3.51% 9
2022
Q1 		$6.79M Hold
116,087
– – 3.33% 9
2021
Q4 		$6.25M Buy
116,087
+13,858
+14% +$750K 3.17% 9
2021
Q3 		$5.59M Buy
102,229
+5,762
+6% +$316K 3.05% 9
2021
Q2 		$5.29M Buy
+96,467
New +$5.29M 3.28% 8
2021
Q1 		– Hold
0
– – – 8
2020
Q4 		– Hold
0
– – – 11

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Prosperity Planning's IGSB Position: Q2 2026 in Review

Prosperity Planning increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.2% in Q2 2026, buying an estimated $1.26M and bringing the position to 317,095 shares worth $16.6M. The position accounts for 3.81% of the portfolio, ranked #7.

Prosperity Planning first reported a position in IGSB in Q2 2021 and has held it in 21 quarters since. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Prosperity Planning held 317,095 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $16.6M as of Q2 2026.
  • Prosperity Planning bought 24,103 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.81% of Prosperity Planning's portfolio in Q2 2026, its #7 holding.
  • Prosperity Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.