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

Savvy Advisors Inc’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 		$1.26M Sell
23,974
-4,275
-15% -$224K 0.03% 453
2026
Q1 		$1.48M Buy
28,249
+10,731
+61% +$567K 0.04% 333
2025
Q4 		$926K Buy
17,518
+521
+3% +$27.6K 0.03% 381
2025
Q3 		$901K Buy
16,997
+1,710
+11% +$90.3K 0.04% 290
2025
Q2 		$807K Sell
15,287
-193
-1% -$10.1K 0.05% 255
2025
Q1 		$811K Sell
15,480
-2,803
-15% -$146K 0.08% 200
2024
Q4 		$945K Buy
18,283
+2,439
+15% +$127K 0.11% 148
2024
Q3 		$834K Buy
15,844
+1,630
+11% +$84.8K 0.17% 125
2024
Q2 		$728K Sell
14,214
-290
-2% -$14.8K 0.24% 98
2024
Q1 		$744K Buy
14,504
+8,288
+133% +$424K 0.43% 56
2023
Q4 		$319K Buy
+6,216
New +$312K 0.31% 101

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 22.9% 1-Year Est. Return

Savvy Advisors Inc's IGSB Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, selling an estimated $224K and leaving 23,974 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #453.

Savvy Advisors Inc first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Savvy Advisors Inc held 23,974 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.26M as of Q2 2026.
  • Savvy Advisors Inc sold 4,275 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $224K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #453 holding.
  • Savvy Advisors Inc 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.
  • Savvy Advisors Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.