Spectrum Planning & Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Spectrum Planning & Advisory 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 Q1	–	Sell	-13,896	Closed	-$735K	–	121
2025 Q4	$735K	Buy	13,896 +9,637	+226%	+$510K	0.38%	44
2025 Q3	$226K	Buy	+4,259	New	+$225K	0.13%	99
2021 Q1	–	Sell	-71,286	Closed	-$3.93M	–	48
2020 Q4	$3.93M	Buy	+71,286	New	+$3.92M	4.23%	8

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spectrum Planning & Advisory Services's IGSB Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 13,896 shares — an estimated $735K sold.

Spectrum Planning & Advisory Services first reported a position in IGSB in Q4 2020 and held it in 3 quarters. The position peaked at $3.93M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Spectrum Planning & Advisory Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Spectrum Planning & Advisory Services sold 13,896 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $735K.
Spectrum Planning & Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
Spectrum Planning & Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.93M in Q4 2020.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.