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

Sax Wealth 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	$1.24M	Sell	23,603 -27,119	-53%	-$1.42M	0.05%	199
2026 Q1	$2.68M	Hold	50,722	–	–	0.13%	102
2025 Q4	$2.68M	Sell	50,722 -15,686	-24%	-$831K	0.13%	103
2025 Q3	$3.52M	Sell	66,408 -6,205	-9%	-$328K	0.19%	75
2025 Q2	$3.83M	Buy	72,613 +66,350	+1,059%	+$3.47M	0.23%	65
2025 Q1	$328K	Buy	6,263 +2,352	+60%	+$122K	0.02%	278
2024 Q4	$202K	Buy	+3,911	New	+$203K	0.02%	318
2021 Q4	–	Sell	-42,104	Closed	-$2.3M	–	183
2021 Q3	$2.3M	Buy	42,104 +1,205	+3%	+$66K	0.55%	38
2021 Q2	$2.24M	Buy	40,899 +13	+0%	+$712	0.77%	34
2021 Q1	$2.24M	Hold	40,886	–	–	0.82%	34
2020 Q4	$2.26M	Buy	+40,886	New	+$2.25M	1.04%	30

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Sax Wealth Advisors's IGSB Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 53% in Q2 2026, selling an estimated $1.42M and leaving 23,603 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #199.

Sax Wealth Advisors first reported a position in IGSB in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.83M in Q2 2025. 197 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Sax Wealth Advisors held 23,603 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.24M as of Q2 2026.
Sax Wealth Advisors sold 27,119 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.42M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Sax Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
Sax Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.83M in Q2 2025.
197 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.