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

Richardson 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 		$13.1K Hold
249
– – 0.01% 454
2026
Q1 		$13.1K Sell
249
-4
-2% -$211 0.01% 459
2025
Q4 		$1.06K Buy
253
+233
+1,165% +$12.3K ﹤0.01% 562
2025
Q3 		$1.06K Sell
20
-351
-95% -$18.5K ﹤0.01% 488
2025
Q2 		$19.6K Buy
371
+143
+63% +$7.47K 0.01% 340
2025
Q1 		$11.9K Sell
228
-1
-0.4% -$52 0.01% 363
2024
Q4 		$11.8K Sell
229
-228
-50% -$11.9K 0.01% 381
2024
Q3 		$23.7K Buy
457
+221
+94% +$11.5K 0.02% 324
2024
Q2 		$12.1K Sell
236
-1,297
-85% -$66.2K 0.01% 372
2024
Q1 		$24.5K Buy
1,533
+1,478
+2,687% +$75.6K 0.02% 318
2023
Q4 		$2.82K Buy
+55
New +$2.76K ﹤0.01% 367

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

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

Richardson Financial Services held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 249 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #454.

Richardson Financial Services first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.5K in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Richardson Financial Services held 249 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.1K as of Q2 2026.
  • Richardson Financial Services left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #454 holding.
  • Richardson Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $24.5K 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 Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.