Stonebridge Financial Planning Group’s iShares Global Infrastructure ETF IGF Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IGF Stock Details IGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Buy	23,960 +1,580	+7%	+$106K	0.51%	63
2026 Q1	$1.5M	Buy	22,380 +6,796	+44%	+$446K	0.55%	55
2025 Q4	$956K	Buy	15,584 +633	+4%	+$39.1K	0.35%	86
2025 Q3	$914K	Buy	14,951 +4,253	+40%	+$255K	0.34%	84
2025 Q2	$633K	Buy	+10,698	New	+$611K	0.26%	101
2022 Q1	–	Sell	-300	Closed	-$14K	–	226
2021 Q4	$14K	Hold	300	–	–	0.01%	320
2021 Q3	$14K	Hold	300	–	–	0.01%	320
2021 Q2	$14K	Hold	300	–	–	0.01%	332
2021 Q1	$14K	Hold	300	–	–	0.01%	331
2020 Q4	$13K	Hold	300	–	–	0.01%	310
2020 Q3	$12K	Sell	300 -400	-57%	-$15.8K	0.01%	302
2020 Q2	$27K	Hold	700	–	–	0.02%	230
2020 Q1	$25K	Hold	700	–	–	0.02%	223
2019 Q4	$34K	Buy	+700	New	+$32.9K	0.03%	191

Other funds holding IGF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Planning Group's IGF Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Global Infrastructure ETF (IGF) stake by 7.1% in Q2 2026, buying an estimated $106K and bringing the position to 23,960 shares worth $1.6M. The position accounts for 0.51% of the portfolio, ranked #63.

Stonebridge Financial Planning Group first reported a position in IGF in Q4 2019 and has held it in 14 quarters since. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Stonebridge Financial Planning Group held 23,960 shares of iShares Global Infrastructure ETF worth $1.6M as of Q2 2026.
Stonebridge Financial Planning Group bought 1,580 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $106K.
iShares Global Infrastructure ETF made up 0.51% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #63 holding.
Stonebridge Financial Planning Group first reported a position in iShares Global Infrastructure ETF in Q4 2019 and has held it in 14 quarters since.
433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.