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

Sunburst Financial Group’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	$737K	Hold	14,057	–	–	0.12%	69
2026 Q1	$739K	Hold	14,057	–	–	0.14%	60
2025 Q4	$743K	Hold	14,057	–	–	0.15%	59
2025 Q3	$745K	Hold	14,057	–	–	0.16%	55
2025 Q2	$742K	Hold	14,057	–	–	0.17%	52
2025 Q1	$736K	Hold	14,057	–	–	0.18%	53
2024 Q4	$727K	Hold	14,057	–	–	0.18%	56
2024 Q3	$740K	Hold	14,057	–	–	0.19%	59
2024 Q2	$720K	Hold	14,057	–	–	0.2%	58
2024 Q1	$717K	Hold	14,057	–	–	0.2%	57
2023 Q4	$721K	Hold	14,057	–	–	0.22%	54
2023 Q3	$700K	Hold	14,057	–	–	0.25%	47
2023 Q2	$705K	Hold	14,057	–	–	0.25%	49
2023 Q1	$710K	Hold	14,057	–	–	0.26%	46
2022 Q4	$700K	Buy	14,057 +6,036	+75%	+$299K	0.28%	46
2022 Q3	$395K	Hold	8,021	–	–	0.19%	60
2022 Q2	$405K	Sell	8,021 -2,945	-27%	-$150K	0.19%	60
2022 Q1	$567K	Buy	+10,966	New	+$578K	0.28%	44

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

Sunburst Financial Group's IGSB Position: Q2 2026 in Review

Sunburst Financial Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 14,057 shares worth $737K. The position accounts for 0.12% of the portfolio, ranked #69.

Sunburst Financial Group first reported a position in IGSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $745K in Q3 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Sunburst Financial Group held 14,057 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $737K as of Q2 2026.
Sunburst Financial Group left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Sunburst Financial Group's portfolio in Q2 2026, its #69 holding.
Sunburst Financial Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Sunburst Financial Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $745K in Q3 2025.
1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.