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

Sequoia Financial 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 		$644K Sell
12,279
-2,753
-18% -$144K ﹤0.01% 1170
2026
Q1 		$790K Sell
15,032
-9,795
-39% -$518K ﹤0.01% 1004
2025
Q4 		$1.31M Sell
24,827
-2,151
-8% -$114K 0.01% 756
2025
Q3 		$1.43M Sell
26,978
-576
-2% -$30.4K 0.01% 639
2025
Q2 		$1.45M Sell
27,554
-5,559
-17% -$290K 0.01% 562
2025
Q1 		$1.73M Buy
33,113
+1,444
+5% +$75.1K 0.01% 470
2024
Q4 		$1.64M Buy
31,669
+25,031
+377% +$1.3M 0.02% 461
2024
Q3 		$350K Sell
6,638
-691
-9% -$36K ﹤0.01% 905
2024
Q2 		$376K Sell
7,329
-490
-6% -$25K ﹤0.01% 804
2024
Q1 		$401K Buy
7,819
+1,462
+23% +$74.8K 0.01% 762
2023
Q4 		$326K Sell
6,357
-581
-8% -$29.2K ﹤0.01% 892
2023
Q3 		$346K Buy
6,938
+633
+10% +$31.7K 0.01% 635
2023
Q2 		$316K Sell
6,305
-160
-2% -$8.06K 0.01% 678
2023
Q1 		$327K Sell
6,465
-2,569
-28% -$129K 0.01% 596
2022
Q4 		$450K Buy
9,034
+2,362
+35% +$117K 0.01% 462
2022
Q3 		$329K Sell
6,672
-3,157
-32% -$159K 0.01% 364
2022
Q2 		$497K Buy
9,829
+3,212
+49% +$164K 0.01% 325
2022
Q1 		$342K Buy
+6,617
New +$349K 0.01% 457
2021
Q3 		– Sell
-8,755
Closed -$480K – 344
2021
Q2 		$480K Buy
+8,755
New +$480K 0.02% 285

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

Sequoia Financial Advisors's IGSB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 18% in Q2 2026, selling an estimated $144K and leaving 12,279 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Sequoia Financial Advisors first reported a position in IGSB in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sequoia Financial Advisors held 12,279 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $644K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,753 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $144K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1170 holding.
  • Sequoia Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.73M in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.