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

Shore Point 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 		$6.41M Buy
134,168
+11,234
+9% +$589K 2.19% 14
2026
Q1 		$5.83M Buy
122,934
+10,079
+9% +$533K 2.3% 13
2025
Q4 		$5.73M Buy
112,855
+1,375
+1% +$72.8K 2.42% 13
2025
Q3 		$5.91M Buy
111,480
+3,348
+3% +$177K 2.61% 11
2025
Q2 		$5.71M Buy
108,132
+3,922
+4% +$205K 2.74% 11
2025
Q1 		$5.46M Buy
104,210
+396
+0.4% +$20.6K 2.89% 12
2024
Q4 		$5.37M Buy
103,814
+3,311
+3% +$172K 2.89% 11
2024
Q3 		$5.29M Buy
100,503
+1,089
+1% +$56.7K 2.83% 11
2024
Q2 		$5.09M Buy
99,414
+2,482
+3% +$127K 2.89% 12
2024
Q1 		$4.97M Buy
96,932
+5,476
+6% +$280K 2.84% 11
2023
Q4 		$4.69M Sell
91,456
-1,123
-1% -$56.4K 2.9% 11
2023
Q3 		$4.61M Buy
92,579
+5,385
+6% +$269K 3.34% 12
2023
Q2 		$4.37M Buy
87,194
+4,354
+5% +$219K 3.12% 12
2023
Q1 		$4.19M Buy
82,840
+1,468
+2% +$73.7K 3.17% 12
2022
Q4 		$4.05M Sell
81,372
-7,980
-9% -$395K 3.33% 12
2022
Q3 		$4.4M Buy
89,352
+1,156
+1% +$58.3K 4.3% 11
2022
Q2 		$4.46M Buy
88,196
+3,500
+4% +$178K 4.17% 11
2022
Q1 		$4.38M Buy
84,696
+7,297
+9% +$385K 3.8% 11
2021
Q4 		$4.17M Buy
+77,399
New +$4.19M 3.47% 11

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Shore Point Advisors's IGSB Position: Q2 2026 in Review

Shore Point Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.1% in Q2 2026, buying an estimated $589K and bringing the position to 134,168 shares worth $6.41M. The position accounts for 2.19% of the portfolio, ranked #14.

Shore Point Advisors first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Shore Point Advisors held 134,168 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.41M as of Q2 2026.
  • Shore Point Advisors bought 11,234 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $589K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.19% of Shore Point Advisors's portfolio in Q2 2026, its #14 holding.
  • Shore Point Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.