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

Stewardship Concepts 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 		– Sell
-10,130
Closed -$532K – 71
2026
Q1 		$532K Sell
10,130
-3,081
-23% -$163K 0.42% 36
2025
Q4 		$699K Buy
+13,211
New +$699K 0.59% 30

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MMI
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EWA
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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

Stewardship Concepts Financial Services's IGSB Position: Q2 2026 in Review

Stewardship Concepts Financial Services sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 10,130 shares — an estimated $532K sold.

Stewardship Concepts Financial Services first reported a position in IGSB in Q4 2025 and held it in 2 quarters. The position peaked at $699K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Stewardship Concepts Financial Services reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stewardship Concepts Financial Services sold 10,130 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $532K.
  • Stewardship Concepts Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Stewardship Concepts Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $699K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.