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

Sovereign 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
Q2 		$2.25M Buy
42,879
+4,911
+13% +$257K 0.34% 48
2026
Q1 		$2M Buy
37,968
+2,929
+8% +$155K 0.35% 47
2025
Q4 		$1.85M Sell
35,039
-919
-3% -$48.7K 0.32% 58
2025
Q3 		$1.91M Sell
35,958
-808
-2% -$42.6K 0.36% 55
2025
Q2 		$1.94M Buy
36,766
+384
+1% +$20.1K 0.4% 44
2025
Q1 		$1.91M Buy
36,382
+5,043
+16% +$262K 0.44% 42
2024
Q4 		$1.62M Sell
31,339
-1,086
-3% -$56.5K 0.37% 51
2024
Q3 		$1.71M Buy
32,425
+592
+2% +$30.8K 0.4% 47
2024
Q2 		$1.63M Sell
31,833
-1,418
-4% -$72.3K 0.41% 47
2024
Q1 		$1.71M Sell
33,251
-207
-0.6% -$10.6K 0.45% 39
2023
Q4 		$1.72M Buy
33,458
+2,013
+6% +$101K 0.52% 33
2023
Q3 		$1.57M Sell
31,445
-18
-0.1% -$901 0.56% 35
2023
Q2 		$1.58M Buy
31,463
+2,628
+9% +$132K 0.51% 44
2023
Q1 		$1.46M Buy
28,835
+843
+3% +$42.3K 0.54% 43
2022
Q4 		$1.39M Sell
27,992
-8,309
-23% -$411K 0.55% 50
2022
Q3 		$1.79M Sell
36,301
-3,469
-9% -$175K 0.73% 33
2022
Q2 		$2.01M Sell
39,770
-12,586
-24% -$641K 0.79% 31
2022
Q1 		$2.71M Sell
52,356
-35,563
-40% -$1.87M 1% 21
2021
Q4 		$4.74M Sell
87,919
-38,018
-30% -$2.06M 1.9% 10
2021
Q3 		$6.88M Buy
125,937
+24,636
+24% +$1.35M 3.96% 3
2021
Q2 		$5.54M Hold
101,301
– – 3.35% 4
2021
Q1 		$5.54M Buy
101,301
+6,345
+7% +$348K 3.46% 4
2020
Q4 		$5.24M Buy
+94,956
New +$5.22M 3.77% 3

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 22.96% 1-Year Est. Return

Sovereign Financial Group's IGSB Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q2 2026, buying an estimated $257K and bringing the position to 42,879 shares worth $2.25M. The position accounts for 0.34% of the portfolio, ranked #48.

Sovereign Financial Group first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.88M in Q3 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sovereign Financial Group held 42,879 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.25M as of Q2 2026.
  • Sovereign Financial Group bought 4,911 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $257K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.34% of Sovereign Financial Group's portfolio in Q2 2026, its #48 holding.
  • Sovereign Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.88M in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.