Steele Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Steele Capital Management’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	$1.92M	Sell	36,654 -2,019	-5%	-$106K	0.07%	67
2026 Q1	$2.03M	Buy	38,673 +2,139	+6%	+$113K	0.08%	65
2025 Q4	$1.93M	Sell	36,534 -1,380	-4%	-$73.1K	0.08%	60
2025 Q3	$2.01M	Sell	37,914 -383	-1%	-$20.2K	0.09%	60
2025 Q2	$2.02M	Buy	38,297 +2,054	+6%	+$107K	0.1%	58
2025 Q1	$1.9M	Sell	36,243 -1,658	-4%	-$86.2K	0.1%	57
2024 Q4	$1.96M	Sell	37,901 -4,048	-10%	-$210K	0.1%	52
2024 Q3	$2.21M	Sell	41,949 -2,278	-5%	-$119K	0.12%	50
2024 Q2	$2.27M	Sell	44,227 -455	-1%	-$23.2K	0.13%	50
2024 Q1	$2.29M	Sell	44,682 -95,581	-68%	-$4.89M	0.13%	50
2023 Q4	$7.19M	Buy	+140,263	New	+$7.04M	0.47%	37

Other funds holding IGSB

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

Steele Capital Management's IGSB Position: Q2 2026 in Review

Steele Capital Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.2% in Q2 2026, selling an estimated $106K and leaving 36,654 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #67.

Steele Capital Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.19M in Q4 2023. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Steele Capital Management held 36,654 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.92M as of Q2 2026.
Steele Capital Management sold 2,019 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $106K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Steele Capital Management's portfolio in Q2 2026, its #67 holding.
Steele Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Steele Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.19M in Q4 2023.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.