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

Stratos Wealth 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 Q1	–	Sell	-5,176	Closed	-$274K	–	639
2025 Q4	$274K	Buy	+5,176	New	+$274K	0.01%	546
2022 Q2	–	Sell	-4,702	Closed	-$243K	–	527
2022 Q1	$243K	Sell	4,702 -4,258	-48%	-$224K	0.02%	479
2021 Q4	$483K	Sell	8,960 -20,925	-70%	-$1.13M	0.03%	401
2021 Q3	$1.63M	Sell	29,885 -25,681	-46%	-$1.41M	0.14%	192
2021 Q2	$3.05M	Buy	55,566 +38,140	+219%	+$2.09M	0.27%	100
2021 Q1	$953K	Sell	17,426 -35,234	-67%	-$1.93M	0.1%	214
2020 Q4	$2.9M	Buy	52,660 +29,684	+129%	+$1.63M	0.4%	66
2020 Q3	$1.26M	Buy	22,976 +13,989	+156%	+$768K	0.31%	86
2020 Q2	$492K	Buy	8,987 +8,602	+2,234%	+$463K	0.15%	148
2020 Q1	$20K	Buy	+385	New	+$20.5K	0.01%	218

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stratos Wealth Advisors's IGSB Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 5,176 shares — an estimated $274K sold.

Stratos Wealth Advisors first reported a position in IGSB in Q1 2020 and held it in 10 quarters. The position peaked at $3.05M in Q2 2021. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Stratos Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 5,176 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $274K.
Stratos Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
Stratos Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.05M in Q2 2021.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.