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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWP Financial's IGSB Position: Q2 2026 in Review

SWP Financial reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 17% in Q2 2026, selling an estimated $209K and leaving 20,050 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #35.

SWP Financial first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2024. 545 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SWP Financial held 20,050 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.05M as of Q2 2026.
  • SWP Financial sold 3,988 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.49% of SWP Financial's portfolio in Q2 2026, its #35 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 11 quarters since.
  • SWP Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $11.6M in Q3 2024.
  • 545 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.