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

SageView Advisory Group’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	–	Sell	-3,164	Closed	-$167K	–	1442
2025 Q4	$167K	Buy	+3,164	New	+$168K	0.01%	654
2023 Q4	–	Sell	-25,010	Closed	-$1.26M	–	260
2023 Q3	$1.25M	Buy	25,010 +141	+0.6%	+$7.05K	0.07%	178
2023 Q2	$1.25M	Sell	24,869 -91	-0.4%	-$4.58K	0.07%	188
2023 Q1	$1.26M	Buy	24,960 +17,820	+250%	+$895K	0.08%	172
2022 Q4	$356K	Buy	+7,140	New	+$353K	0.03%	300

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's IGSB Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 3,164 shares — an estimated $167K sold.

SageView Advisory Group first reported a position in IGSB in Q4 2022 and held it in 5 quarters. The position peaked at $1.26M in Q1 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

SageView Advisory Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,164 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $167K.
SageView Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
SageView Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q1 2023.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.