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

Seamount Financial 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
Q3 		$346K Sell
6,745
-192
-3% -$10K 0.14% 107
2026
Q2 		$364K Buy
6,937
+536
+8% +$28.1K 0.15% 101
2026
Q1 		$336K Buy
6,401
+1,315
+26% +$69.5K 0.15% 107
2025
Q4 		$269K Buy
5,086
+475
+10% +$25.1K 0.12% 120
2025
Q3 		$245K Buy
4,611
+250
+6% +$13.2K 0.12% 119
2025
Q2 		$230K Sell
4,361
-470
-10% -$24.6K 0.12% 118
2025
Q1 		$253K Buy
4,831
+85
+2% +$4.42K 0.17% 91
2024
Q4 		$245K Sell
4,746
-35
-0.7% -$1.82K 0.17% 95
2024
Q3 		$252K Buy
4,781
+30
+0.6% +$1.56K 0.19% 89
2024
Q2 		$243K Buy
4,751
+140
+3% +$7.14K 0.2% 82
2024
Q1 		$236K Buy
4,611
+68
+1% +$3.48K 0.21% 82
2023
Q4 		$233K Buy
+4,543
New +$228K 0.22% 79

Other funds holding IGSB

Matson Money Inc
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Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Seamount Financial Group's IGSB Position: Q3 2026 in Review

Seamount Financial Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.8% in Q3 2026, selling an estimated $10K and leaving 6,745 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #107.

Seamount Financial Group first reported a position in IGSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $364K in Q2 2026. 561 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Seamount Financial Group held 6,745 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $346K as of Q3 2026.
  • Seamount Financial Group sold 192 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $10K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Seamount Financial Group's portfolio in Q3 2026, its #107 holding.
  • Seamount Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Seamount Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $364K in Q2 2026.
  • 561 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.