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

Strategic Advocates’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	$728K	Sell	13,895 -91	-0.7%	-$4.77K	2.82%	9
2026 Q1	$735K	Sell	13,986 -323,268	-96%	-$17.1M	3.25%	9
2025 Q4	$17.9M	Buy	337,254 +395	+0.1%	+$20.9K	4.57%	8
2025 Q3	$17.9M	Buy	336,859 +21,456	+7%	+$1.13M	4.65%	8
2025 Q2	$16.6M	Buy	315,403 +10,143	+3%	+$530K	4.94%	7
2025 Q1	$16M	Buy	305,260 +124,070	+68%	+$6.45M	5.56%	7
2024 Q4	$9.37M	Buy	181,190 +17,264	+11%	+$897K	3.16%	11
2024 Q3	$8.63M	Buy	163,926 +62,428	+62%	+$3.25M	3.09%	10
2024 Q2	$5.2M	Buy	101,498 +22,674	+29%	+$1.16M	2.06%	12
2024 Q1	$4.04M	Buy	+78,824	New	+$4.03M	1.56%	12

Other funds holding IGSB

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

MMI

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Strategic Advocates's IGSB Position: Q2 2026 in Review

Strategic Advocates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.65% in Q2 2026, selling an estimated $4.77K and leaving 13,895 shares worth $728K. The position accounts for 2.82% of the portfolio, ranked #9.

Strategic Advocates first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.9M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Strategic Advocates held 13,895 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $728K as of Q2 2026.
Strategic Advocates sold 91 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.77K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.82% of Strategic Advocates's portfolio in Q2 2026, its #9 holding.
Strategic Advocates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Advocates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17.9M in Q3 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.