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

SRH 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 Q3	$15.4K	Hold	300	–	–	﹤0.01%	189
2026 Q2	$15.7K	Hold	300	–	–	﹤0.01%	196
2026 Q1	$15.8K	Hold	300	–	–	﹤0.01%	197
2025 Q4	$15.9K	Hold	300	–	–	﹤0.01%	196
2025 Q3	$15.9K	Hold	300	–	–	﹤0.01%	184
2025 Q2	$15.8K	Hold	300	–	–	﹤0.01%	183
2025 Q1	$15.7K	Hold	300	–	–	﹤0.01%	183
2024 Q4	$15.5K	Hold	300	–	–	﹤0.01%	190
2024 Q3	$15.8K	Hold	300	–	–	﹤0.01%	190
2024 Q2	$15.4K	Hold	300	–	–	0.01%	190
2024 Q1	$15.4K	Hold	300	–	–	﹤0.01%	191
2023 Q4	$15.4K	Hold	300	–	–	0.01%	184
2023 Q3	$14.9K	Hold	300	–	–	0.01%	171
2023 Q2	$15.2K	Hold	300	–	–	0.01%	171
2023 Q1	$15K	Hold	300	–	–	0.01%	176
2022 Q4	$15K	Hold	300	–	–	0.01%	175
2022 Q3	$15K	Hold	300	–	–	0.02%	180
2022 Q2	$15K	Hold	300	–	–	0.02%	178
2022 Q1	$16K	Hold	300	–	–	0.02%	192
2021 Q4	$16K	Hold	300	–	–	0.02%	190
2021 Q3	$16K	Hold	300	–	–	0.02%	187
2021 Q2	$16K	Hold	300	–	–	0.02%	186
2021 Q1	$16K	Hold	300	–	–	0.02%	175
2020 Q4	$17K	Hold	300	–	–	0.03%	170
2020 Q3	$16K	Hold	300	–	–	0.03%	154
2020 Q2	$16K	Hold	300	–	–	0.04%	140
2020 Q1	$16K	Hold	300	–	–	0.04%	126
2019 Q4	$16K	Hold	300	–	–	0.05%	128
2019 Q3	$16K	Hold	300	–	–	0.05%	132
2019 Q2	$16K	Hold	300	–	–	0.05%	137
2019 Q1	$16K	Sell	300 -1,820	-86%	-$95K	0.06%	128
2018 Q4	$169K	Buy	2,120 +774	+58%	+$39.9K	0.65%	37
2018 Q3	$70K	Hold	1,346	–	–	0.24%	68
2018 Q2	$70K	Hold	1,346	–	–	0.26%	67
2018 Q1	$70K	Hold	1,346	–	–	0.28%	65
2017 Q4	$70K	Hold	1,346	–	–	0.28%	62
2017 Q3	$71K	Buy	1,346 +46	+4%	+$2.42K	0.3%	61
2017 Q2	$68K	Hold	1,300	–	–	0.32%	54
2017 Q1	$68K	Hold	1,300	–	–	0.32%	53
2016 Q4	$68K	Hold	1,300	–	–	0.34%	51
2016 Q3	$69K	Hold	1,300	–	–	0.36%	49
2016 Q2	$69K	Hold	1,300	–	–	0.37%	49
2016 Q1	$69K	Hold	1,300	–	–	0.38%	47
2015 Q4	$68K	Hold	1,300	–	–	0.4%	47
2015 Q3	$68K	Sell	1,300 -4,150	-76%	-$218K	0.4%	43
2015 Q2	$287K	Hold	5,450	–	–	1.81%	11
2015 Q1	$288K	Hold	5,450	–	–	1.9%	10
2014 Q4	$287K	Hold	5,450	–	–	1.95%	11
2014 Q3	$287K	Hold	5,450	–	–	2.21%	10
2014 Q2	$288K	Hold	5,450	–	–	2.27%	10
2014 Q1	$287K	Hold	5,450	–	–	2.3%	9
2013 Q4	$287K	Buy	+5,450	New	+$287K	2.83%	10

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

SRH Advisors's IGSB Position: Q3 2026 in Review

SRH Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 300 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

SRH Advisors first reported a position in IGSB in Q4 2013 and has held it in 52 quarters since. The position peaked at $288K in Q1 2015. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

SRH Advisors held 300 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $15.4K as of Q3 2026.
SRH Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #189 holding.
SRH Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 52 quarters since.
SRH Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $288K in Q1 2015.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.