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

Sowell Financial Services’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 		$2.88M Buy
54,994
+7,298
+15% +$383K 0.09% 229
2026
Q1 		$2.51M Buy
47,696
+3,648
+8% +$193K 0.09% 236
2025
Q4 		$2.33M Buy
44,048
+5,694
+15% +$301K 0.09% 247
2025
Q3 		$2.03M Buy
38,354
+215
+0.6% +$11.3K 0.08% 270
2025
Q2 		$2.01M Sell
38,139
-614
-2% -$32.1K 0.08% 266
2025
Q1 		$2.03M Sell
38,753
-328
-0.8% -$17.1K 0.09% 234
2024
Q4 		$2.02M Buy
+39,081
New +$2.03M 0.11% 213
2023
Q2 		– Sell
-5,834
Closed -$295K – 673
2023
Q1 		$295K Buy
+5,834
New +$293K 0.02% 561
2022
Q1 		– Sell
-32,505
Closed -$1.75M – 320
2021
Q4 		$1.75M Sell
32,505
-1,498
-4% -$81.1K 0.1% 220
2021
Q3 		$1.86M Sell
34,003
-10,125
-23% -$555K 0.13% 190
2021
Q2 		$2.42M Sell
44,128
-27,911
-39% -$1.53M 0.16% 161
2021
Q1 		$3.95M Buy
72,039
+1,847
+3% +$101K 0.14% 143
2020
Q4 		$3.87M Sell
70,192
-5,373
-7% -$295K 0.17% 120
2020
Q3 		$4.15M Sell
75,565
-10,515
-12% -$578K 0.21% 105
2020
Q2 		$4.71M Buy
86,080
+39,221
+84% +$2.11M 0.26% 90
2020
Q1 		$2.45M Buy
46,859
+10,605
+29% +$564K 0.18% 124
2019
Q4 		$1.94M Sell
36,254
-22,554
-38% -$1.21M 0.15% 146
2019
Q3 		$3.16M Buy
+58,808
New +$3.15M 0.26% 83
2017
Q3 		– Sell
-3,986
Closed -$210K – 272
2017
Q2 		$210K Buy
+3,986
New +$210K 0.06% 232
2017
Q1 		– Sell
-744
Closed -$39K – 405
2016
Q4 		$39K Buy
+744
New +$39.1K 0.01% 361

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

Sowell Financial Services's IGSB Position: Q2 2026 in Review

Sowell Financial Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, buying an estimated $383K and bringing the position to 54,994 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #229.

Sowell Financial Services first reported a position in IGSB in Q4 2016 and has held it in 20 quarters since. The position peaked at $4.71M in Q2 2020. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sowell Financial Services held 54,994 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.88M as of Q2 2026.
  • Sowell Financial Services bought 7,298 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $383K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #229 holding.
  • Sowell Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.71M in Q2 2020.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.