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

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First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return