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Sound Income Strategies’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Sound Income Strategies’s Portfolio IG Stock Details IG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,441
Closed -$50.2K – 1373
2026
Q1 		$50.2K Sell
2,441
-90
-4% -$1.88K ﹤0.01% 815
2025
Q4 		$53K Sell
2,531
-106
-4% -$2.23K ﹤0.01% 770
2025
Q3 		$55.3K Buy
2,637
+420
+19% +$8.75K ﹤0.01% 527
2025
Q2 		$46.1K Sell
2,217
-43
-2% -$877 ﹤0.01% 540
2025
Q1 		$46.7K Sell
2,260
-89
-4% -$1.83K ﹤0.01% 520
2024
Q4 		$47.8K Buy
2,349
+2
+0.1% +$42 ﹤0.01% 475
2024
Q3 		$50.2K Sell
2,347
-92
-4% -$1.93K ﹤0.01% 446
2024
Q2 		$49.9K Sell
2,439
-49
-2% -$997 ﹤0.01% 438
2024
Q1 		$51.4K Sell
2,488
-89
-3% -$1.84K ﹤0.01% 412
2023
Q4 		$54.1K Sell
2,577
-543
-17% -$10.8K ﹤0.01% 389
2023
Q3 		$61.4K Sell
3,120
-343
-10% -$6.92K 0.01% 282
2023
Q2 		$71.2K Sell
3,463
-131
-4% -$2.71K 0.01% 257
2023
Q1 		$75.5K Sell
3,594
-246
-6% -$5.15K 0.01% 233
2022
Q4 		$78.4K Sell
3,840
-126
-3% -$2.59K 0.01% 217
2022
Q3 		$81K Sell
3,966
-168
-4% -$3.67K 0.01% 188
2022
Q2 		$90K Sell
4,134
-163
-4% -$3.67K 0.01% 174
2022
Q1 		$104K Sell
4,297
-44,998
-91% -$1.12M 0.01% 170
2021
Q4 		$1.3M Sell
49,295
-6,092
-11% -$161K 0.15% 85
2021
Q3 		$1.47M Sell
55,387
-3,203
-5% -$86.2K 0.19% 79
2021
Q2 		$1.57M Sell
58,590
-4,778
-8% -$126K 0.23% 67
2021
Q1 		$1.64M Buy
63,368
+9,575
+18% +$255K 0.28% 60
2020
Q4 		$1.47M Buy
53,793
+33,332
+163% +$911K 0.33% 44
2020
Q3 		$552K Buy
+20,461
New +$557K 0.15% 65

Other funds holding IG

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's IG Position: Q2 2026 in Review

Sound Income Strategies sold out of Principal Investment Grade Corporate Active ETF (IG) in Q2 2026, closing a stake of 2,441 shares — an estimated $50.2K sold.

Sound Income Strategies first reported a position in IG in Q3 2020 and held it in 23 quarters. The position peaked at $1.64M in Q1 2021. 20 funds tracked by Wall St. Rank hold IG as of Q2 2026.

  • Sound Income Strategies reported no remaining Principal Investment Grade Corporate Active ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,441 Principal Investment Grade Corporate Active ETF shares in Q2 2026, an estimated $50.2K.
  • Sound Income Strategies first reported a position in Principal Investment Grade Corporate Active ETF in Q3 2020 and held it in 23 quarters.
  • Sound Income Strategies's Principal Investment Grade Corporate Active ETF position peaked at $1.64M in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.