Sweeney & Michel’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sweeney & Michel’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 Q3	$2.34M	Buy	45,748 +3,036	+7%	+$158K	0.62%	28
2026 Q2	$2.23M	Buy	42,712 +1,001	+2%	+$52.5K	0.58%	30
2026 Q1	$2.19M	Buy	41,711 +1,648	+4%	+$87.1K	0.65%	29
2025 Q4	$2.12M	Buy	40,063 +2,639	+7%	+$140K	0.63%	30
2025 Q3	$1.98M	Buy	37,424 +353	+1%	+$18.6K	0.67%	30
2025 Q2	$1.94M	Sell	37,071 -906	-2%	-$47.3K	0.69%	28
2025 Q1	$1.97M	Buy	+37,977	New	+$1.97M	0.86%	23
2024 Q3	$1.41M	Buy	27,065 +274	+1%	+$14.3K	0.56%	35
2024 Q2	$1.38M	Buy	26,791 +184	+0.7%	+$9.39K	0.59%	31
2024 Q1	$1.36M	Buy	+26,607	New	+$1.36M	0.6%	31

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sweeney & Michel's IGSB Position: Q3 2026 in Review

Sweeney & Michel increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.1% in Q3 2026, buying an estimated $158K and bringing the position to 45,748 shares worth $2.34M. The position accounts for 0.62% of the portfolio, ranked #28.

Sweeney & Michel first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Sweeney & Michel held 45,748 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.34M as of Q3 2026.
Sweeney & Michel bought 3,036 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $158K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.62% of Sweeney & Michel's portfolio in Q3 2026, its #28 holding.
Sweeney & Michel first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.