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Three Bearings Fiduciary Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Three Bearings Fiduciary Advisors’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 		$23.1K Hold
440
– – 0.02% 106
2026
Q1 		$23.1K Hold
440
– – 0.02% 102
2025
Q4 		$23.4K Buy
+440
New +$23.3K 0.02% 105

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IGSB Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 440 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #106.

Three Bearings Fiduciary Advisors first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.4K in Q4 2025. 686 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 440 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $23.1K as of Q2 2026.
  • Three Bearings Fiduciary Advisors 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 0.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #106 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.4K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.