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

Sandy Cove 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 		$9.81M Sell
187,185
-28,246
-13% -$1.48M 2.45% 11
2026
Q1 		$11.3M Buy
215,431
+6,514
+3% +$344K 3.39% 9
2025
Q4 		$11M Buy
208,917
+78,579
+60% +$4.16M 3.27% 9
2025
Q3 		$6.91M Buy
+130,338
New +$6.88M 2.21% 14

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Sandy Cove Advisors's IGSB Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q2 2026, selling an estimated $1.48M and leaving 187,185 shares worth $9.81M. The position accounts for 2.45% of the portfolio, ranked #11.

Sandy Cove Advisors first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3M in Q1 2026. 232 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sandy Cove Advisors held 187,185 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.81M as of Q2 2026.
  • Sandy Cove Advisors sold 28,246 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.48M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.45% of Sandy Cove Advisors's portfolio in Q2 2026, its #11 holding.
  • Sandy Cove Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sandy Cove Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.3M in Q1 2026.
  • 232 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.