Roger Wittlin Investment Advisory’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Roger Wittlin Investment Advisory’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	$437K	Sell	8,334 -2,528	-23%	-$133K	0.34%	32
2026 Q1	$571K	Sell	10,862 -620	-5%	-$32.8K	0.47%	29
2025 Q4	$607K	Sell	11,482 -5,711	-33%	-$302K	0.42%	29
2025 Q3	$912K	Sell	17,193 -99	-0.6%	-$5.23K	0.51%	28
2025 Q2	$912K	Buy	17,292 +184	+1%	+$9.61K	0.51%	27
2025 Q1	$896K	Sell	17,108 -2,451	-13%	-$127K	0.52%	26
2024 Q4	$1.01M	Sell	19,559 -12,302	-39%	-$640K	0.57%	24
2024 Q3	$1.68M	Sell	31,861 -13,544	-30%	-$705K	0.97%	20
2024 Q2	$2.33M	Sell	45,405 -7,284	-14%	-$372K	1.49%	15
2024 Q1	$2.7M	Sell	52,689 -40,893	-44%	-$2.09M	1.89%	14
2023 Q4	$4.8M	Buy	93,582 +1,806	+2%	+$90.7K	3.55%	11
2023 Q3	$4.57M	Sell	91,776 -1,044	-1%	-$52.2K	3.88%	10
2023 Q2	$4.66M	Sell	92,820 -202	-0.2%	-$10.2K	3.78%	10
2023 Q1	$4.7M	Buy	93,022 +8,550	+10%	+$429K	4.2%	11
2022 Q4	$4.21M	Buy	84,472 +81,520	+2,762%	+$4.04M	4.2%	11
2022 Q3	$145K	Buy	+2,952	New	+$149K	3.94%	8

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Roger Wittlin Investment Advisory's IGSB Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 23% in Q2 2026, selling an estimated $133K and leaving 8,334 shares worth $437K. The position accounts for 0.34% of the portfolio, ranked #32.

Roger Wittlin Investment Advisory first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.8M in Q4 2023. 171 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Roger Wittlin Investment Advisory held 8,334 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $437K as of Q2 2026.
Roger Wittlin Investment Advisory sold 2,528 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $133K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.34% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #32 holding.
Roger Wittlin Investment Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Roger Wittlin Investment Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.8M in Q4 2023.
171 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.