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

Strategic Investment Advisors’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 		$21.5M Sell
410,458
-22,806
-5% -$1.2M 1.3% 21
2026
Q1 		$22.8M Buy
433,264
+75,616
+21% +$4M 1.57% 16
2025
Q4 		$18.9M Buy
357,648
+357,580
+525,853% +$18.9M 1.64% 13
2025
Q3 		$13.7M Sell
68
-267,020
-100% -$14.1M 1.23% 21
2025
Q2 		$14.1M Sell
267,088
-28,673
-10% -$1.5M 1.37% 23
2025
Q1 		$15.5M Buy
295,761
+11,929
+4% +$620K 1.64% 16
2024
Q4 		$14.7M Buy
283,832
+39,177
+16% +$2.04M 1.56% 18
2024
Q3 		$12.9M Buy
244,655
+45,776
+23% +$2.38M 1.41% 18
2024
Q2 		$10.2M Buy
198,879
+4,192
+2% +$214K 1.24% 21
2024
Q1 		$9.98M Buy
194,687
+7,016
+4% +$359K 1.28% 20
2023
Q4 		$9.62M Buy
+187,671
New +$9.42M 1.39% 20
2023
Q2 		– Sell
-9,496
Closed -$480K – 208
2023
Q1 		$480K Sell
9,496
-1,811
-16% -$90.9K 0.09% 164
2022
Q4 		$563K Buy
11,307
+229
+2% +$11.3K 0.12% 144
2022
Q3 		$546K Sell
11,078
-3,260
-23% -$165K 0.12% 130
2022
Q2 		$725K Sell
14,338
-347
-2% -$17.7K 0.14% 111
2022
Q1 		$759K Sell
14,685
-1,695
-10% -$89.4K 0.14% 127
2021
Q4 		$883K Buy
+16,380
New +$887K 0.17% 117
2021
Q2 		– Sell
-46,187
Closed -$2.52M – 195
2021
Q1 		$2.52M Sell
46,187
-5,452
-11% -$299K 0.66% 35
2020
Q4 		$2.85M Sell
51,639
-48,282
-48% -$2.65M 0.82% 32
2020
Q3 		$5.49M Buy
99,921
+30,240
+43% +$1.66M 1.85% 15
2020
Q2 		$3.81M Buy
69,681
+22,010
+46% +$1.19M 1.44% 17
2020
Q1 		$2.5M Buy
47,671
+1,767
+4% +$94K 1.15% 27
2019
Q4 		$2.46M Buy
45,904
+3,407
+8% +$183K 1.02% 28
2019
Q3 		$2.29M Buy
42,497
+4,092
+11% +$219K 1.1% 27
2019
Q2 		$2.05M Buy
+38,405
New +$2.03M 1.12% 26

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 22.9% 1-Year Est. Return

Strategic Investment Advisors's IGSB Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.3% in Q2 2026, selling an estimated $1.2M and leaving 410,458 shares worth $21.5M. The position accounts for 1.3% of the portfolio, ranked #21.

Strategic Investment Advisors first reported a position in IGSB in Q2 2019 and has held it in 25 quarters since. The position peaked at $22.8M in Q1 2026. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Strategic Investment Advisors held 410,458 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $21.5M as of Q2 2026.
  • Strategic Investment Advisors sold 22,806 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.3% of Strategic Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Strategic Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Strategic Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $22.8M in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.