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

SWP Financial’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 		$1.05M Buy
20,402
+352
+2% +$18.3K 0.48% 37
2026
Q2 		$1.05M Sell
20,050
-3,988
-17% -$209K 0.49% 35
2026
Q1 		$1.26M Buy
24,038
+6,268
+35% +$331K 0.64% 33
2025
Q4 		$940K Buy
17,770
+689
+4% +$36.5K 0.47% 38
2025
Q3 		$906K Sell
17,081
-1,401
-8% -$74K 0.46% 39
2025
Q2 		$975K Buy
18,482
+4,753
+35% +$248K 0.54% 37
2025
Q1 		$719K Sell
13,729
-1,475
-10% -$76.7K 0.44% 39
2024
Q4 		$786K Sell
15,204
-205,038
-93% -$10.7M 0.47% 36
2024
Q3 		$11.6M Buy
220,242
+84,195
+62% +$4.38M 7.08% 3
2024
Q2 		$6.97M Buy
136,047
+23,235
+21% +$1.19M 4.61% 9
2024
Q1 		$5.76M Buy
112,812
+9,320
+9% +$477K 4.03% 11
2023
Q4 		$5.31M Buy
+103,492
New +$5.2M 4.12% 11

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWP Financial's IGSB Position: Q3 2026 in Review

SWP Financial increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.8% in Q3 2026, buying an estimated $18.3K and bringing the position to 20,402 shares worth $1.05M. The position accounts for 0.48% of the portfolio, ranked #37.

SWP Financial first reported a position in IGSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q3 2024. 638 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • SWP Financial held 20,402 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.05M as of Q3 2026.
  • SWP Financial bought 352 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $18.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.48% of SWP Financial's portfolio in Q3 2026, its #37 holding.
  • SWP Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • SWP Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.6M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.