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

Resonant Capital 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 		$4.62M Sell
87,861
-12,660
-13% -$669K 0.24% 69
2025
Q4 		$5.32M Sell
100,521
-6,499
-6% -$344K 0.29% 64
2025
Q3 		$5.68M Sell
107,020
-9,072
-8% -$479K 0.33% 59
2025
Q2 		$6.13M Sell
116,092
-2,682
-2% -$140K 0.39% 51
2025
Q1 		$6.22M Buy
118,774
+3,765
+3% +$196K 0.43% 48
2024
Q4 		$5.95M Buy
115,009
+6,298
+6% +$327K 0.43% 48
2024
Q3 		$5.72M Sell
108,711
-1,143
-1% -$59.5K 0.42% 47
2024
Q2 		$5.63M Sell
109,854
-875
-0.8% -$44.6K 0.46% 46
2024
Q1 		$5.68M Buy
110,729
+3,018
+3% +$154K 0.49% 44
2023
Q4 		$5.52M Buy
107,711
+7,646
+8% +$384K 0.53% 42
2023
Q3 		$4.99M Sell
100,065
-47,202
-32% -$2.36M 0.53% 43
2023
Q2 		$7.39M Sell
147,267
-22,489
-13% -$1.13M 0.8% 32
2023
Q1 		$8.58M Buy
169,756
+7,113
+4% +$357K 0.97% 27
2022
Q4 		$8.1M Sell
162,643
-25,683
-14% -$1.27M 1.01% 24
2022
Q3 		$9.28M Buy
188,326
+12,013
+7% +$606K 1.41% 15
2022
Q2 		$8.91M Buy
176,313
+86,403
+96% +$4.4M 1.39% 16
2022
Q1 		$4.64M Buy
+89,910
New +$4.74M 0.69% 34

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

Resonant Capital Advisors's IGSB Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q1 2026, selling an estimated $669K and leaving 87,861 shares worth $4.62M. The position accounts for 0.24% of the portfolio, ranked #69.

Resonant Capital Advisors first reported a position in IGSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.28M in Q3 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Resonant Capital Advisors held 87,861 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.62M as of Q1 2026.
  • Resonant Capital Advisors sold 12,660 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $669K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.24% of Resonant Capital Advisors's portfolio in Q1 2026, its #69 holding.
  • Resonant Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Resonant Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.28M in Q3 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.