SFS
IGSB icon

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

Strategic 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 		$1.85M Sell
35,388
-3,200
-8% -$168K 0.08% 53
2026
Q1 		$2.03M Buy
38,588
+3,200
+9% +$169K 0.1% 50
2025
Q4 		$1.87M Sell
35,388
-240
-0.7% -$12.7K 0.09% 56
2025
Q3 		$1.89M Sell
35,628
-2,579
-7% -$136K 0.09% 51
2025
Q2 		$2.02M Sell
38,207
-9,783
-20% -$511K 0.11% 45
2025
Q1 		$2.51M Sell
47,990
-10,439
-18% -$543K 0.15% 39
2024
Q4 		$3.02M Buy
58,429
+21,917
+60% +$1.14M 0.18% 33
2024
Q3 		$1.92M Buy
36,512
+10,474
+40% +$545K 0.11% 44
2024
Q2 		$1.33M Hold
26,038
– – 0.08% 54
2024
Q1 		$1.34M Sell
26,038
-765
-3% -$39.1K 0.09% 50
2023
Q4 		$1.37M Buy
26,803
+11,121
+71% +$558K 0.1% 51
2023
Q3 		$781K Sell
15,682
-541
-3% -$27.1K 0.06% 70
2023
Q2 		$814K Sell
16,223
-10,170
-39% -$512K 0.06% 72
2023
Q1 		$1.33M Sell
26,393
-27,860
-51% -$1.4M 0.1% 60
2022
Q4 		$2.7M Buy
54,253
+39,694
+273% +$1.97M 0.22% 38
2022
Q3 		$717K Sell
14,559
-203,303
-93% -$10.3M 0.06% 77
2022
Q2 		$11M Buy
+217,862
New +$11.1M 0.94% 18
2022
Q1 		– Sell
-153,104
Closed -$8.25M – 139
2021
Q4 		$8.25M Buy
+153,104
New +$8.29M 0.61% 20
2020
Q1 		– Sell
-52,910
Closed -$2.84M – 130
2019
Q4 		$2.84M Sell
52,910
-996
-2% -$53.4K 0.33% 74
2019
Q3 		$2.89M Buy
53,906
+1,964
+4% +$105K 0.37% 76
2019
Q2 		$2.78M Buy
51,942
+1,838
+4% +$97.2K 0.37% 75
2019
Q1 		$2.65M Buy
+50,104
New +$2.62M 0.37% 76
2018
Q1 		– Sell
-19,000
Closed -$993K – 112
2017
Q4 		$993K Sell
19,000
-182
-0.9% -$9.55K 0.16% 95
2017
Q3 		$1.01M Buy
+19,182
New +$1.01M 0.17% 95

Other funds holding IGSB

Northern Trust
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
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

Strategic Financial Services's IGSB Position: Q2 2026 in Review

Strategic Financial Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.3% in Q2 2026, selling an estimated $168K and leaving 35,388 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #53.

Strategic Financial Services first reported a position in IGSB in Q3 2017 and has held it in 24 quarters since. The position peaked at $11M in Q2 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Strategic Financial Services held 35,388 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.85M as of Q2 2026.
  • Strategic Financial Services sold 3,200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $168K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Strategic Financial Services's portfolio in Q2 2026, its #53 holding.
  • Strategic Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Strategic Financial Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11M in Q2 2022.
  • 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 Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.