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

Tompkins 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 		$75.5K Hold
1,473
– – 0.01% 299
2026
Q2 		$77.2K Hold
1,473
– – 0.01% 292
2026
Q1 		$77.4K Hold
1,473
– – 0.01% 280
2025
Q4 		$77.9K Hold
1,473
– – 0.01% 274
2025
Q3 		$78.1K Hold
1,473
– – 0.01% 278
2025
Q2 		$77.7K Buy
+1,473
New +$77K 0.01% 271
2015
Q3 		– Sell
-1,900
Closed -$100K – 504
2015
Q2 		$100K Hold
1,900
– – 0.03% 196
2015
Q1 		$100K Hold
1,900
– – 0.03% 207
2014
Q4 		$100K Hold
1,900
– – 0.02% 196
2014
Q3 		$100K Hold
1,900
– – 0.03% 191
2014
Q2 		$100K Sell
1,900
-1,900
-50% -$100K 0.02% 197
2014
Q1 		$200K Hold
3,800
– – 0.05% 156
2013
Q4 		$200K Hold
3,800
– – 0.05% 156
2013
Q3 		$200K Sell
3,800
-1,020
-21% -$53.5K 0.06% 152
2013
Q2 		$253K Buy
+4,820
New +$254K 0.08% 140

Other funds holding IGSB

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Tompkins Financial's IGSB Position: Q3 2026 in Review

Tompkins Financial held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 1,473 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #299.

Tompkins Financial first reported a position in IGSB in Q2 2013 and has held it in 15 quarters since. The position peaked at $253K in Q2 2013. 56 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Tompkins Financial held 1,473 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $75.5K as of Q3 2026.
  • Tompkins Financial left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #299 holding.
  • Tompkins Financial first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 15 quarters since.
  • Tompkins Financial's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $253K in Q2 2013.
  • 56 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.