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

Pure Financial 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
Q2 		$174M Sell
3,313,324
-2,779,151
-46% -$146M 2.21% 12
2026
Q1 		$320M Buy
6,092,475
+456,944
+8% +$24.2M 4.6% 5
2025
Q4 		$298M Buy
5,635,531
+461,917
+9% +$24.5M 4.4% 5
2025
Q3 		$274M Buy
5,173,614
+367,571
+8% +$19.4M 4.37% 5
2025
Q2 		$254M Buy
4,806,043
+245,461
+5% +$12.8M 4.46% 4
2025
Q1 		$239M Buy
4,560,582
+456,632
+11% +$23.7M 4.99% 4
2024
Q4 		$212M Buy
4,103,950
+565,447
+16% +$29.4M 4.82% 5
2024
Q3 		$186M Buy
3,538,503
+497,769
+16% +$25.9M 4.47% 5
2024
Q2 		$156M Buy
3,040,734
+355,548
+13% +$18.1M 4.32% 4
2024
Q1 		$138M Buy
2,685,186
+274,050
+11% +$14M 4.31% 5
2023
Q4 		$124M Buy
2,411,136
+220,203
+10% +$11.1M 4.26% 6
2023
Q3 		$109M Buy
2,190,933
+263,691
+14% +$13.2M 4.46% 5
2023
Q2 		$96.7M Buy
1,927,242
+256,042
+15% +$12.9M 4.1% 7
2023
Q1 		$84.5M Buy
1,671,200
+210,119
+14% +$10.5M 3.91% 7
2022
Q4 		$72.8M Buy
1,461,081
+197,341
+16% +$9.77M 3.76% 7
2022
Q3 		$62.3M Buy
1,263,740
+188,224
+18% +$9.5M 3.62% 8
2022
Q2 		$54.4M Buy
1,075,516
+107,064
+11% +$5.45M 3.37% 8
2022
Q1 		$50.1M Buy
968,452
+165,595
+21% +$8.73M 2.29% 12
2021
Q4 		$43.3M Buy
802,857
+164,408
+26% +$8.9M 2.14% 10
2021
Q3 		$34.9M Buy
638,449
+156,398
+32% +$8.57M 2.69% 10
2021
Q2 		$26.4M Buy
482,051
+86,823
+22% +$4.76M 2.15% 10
2021
Q1 		$21.6M Buy
395,228
+158,654
+67% +$8.71M 2.15% 11
2020
Q4 		$13.1M Buy
236,574
+156,261
+195% +$8.59M 1.56% 19
2020
Q3 		$4.41M Buy
+80,313
New +$4.41M 0.64% 38

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

Pure Financial Advisors's IGSB Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 46% in Q2 2026, selling an estimated $146M and leaving 3,313,324 shares worth $174M. The position accounts for 2.21% of the portfolio, ranked #12.

Pure Financial Advisors first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $320M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Pure Financial Advisors held 3,313,324 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $174M as of Q2 2026.
  • Pure Financial Advisors sold 2,779,151 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $146M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.21% of Pure Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Pure Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Pure Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $320M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.