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

Townsend & Associates’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	$252K	Sell	4,895 -275	-5%	-$14.3K	0.02%	99
2026 Q2	$270K	Hold	5,170	–	–	0.02%	101
2026 Q1	$272K	Sell	5,170 -288	-5%	-$15.2K	0.02%	102
2025 Q4	$289K	Sell	5,458 -94	-2%	-$4.98K	0.03%	97
2025 Q3	$295K	Hold	5,552	–	–	0.03%	96
2025 Q2	$292K	Sell	5,552 -600	-10%	-$31.3K	0.03%	93
2025 Q1	$320K	Hold	6,152	–	–	0.03%	82
2024 Q4	$319K	Sell	6,152 -182	-3%	-$9.46K	0.03%	88
2024 Q3	$330K	Hold	6,334	–	–	0.03%	86
2024 Q2	$327K	Hold	6,334	–	–	0.04%	85
2024 Q1	$322K	Hold	6,334	–	–	0.04%	85
2023 Q4	$324K	Sell	6,334 -182	-3%	-$9.14K	0.04%	84
2023 Q3	$324K	Hold	6,516	–	–	0.07%	80
2023 Q2	$327K	Buy	+6,516	New	+$328K	0.08%	100
2023 Q1	–	Sell	-4,160	Closed	-$209K	–	120
2022 Q4	$209K	Hold	4,160	–	–	0.1%	108
2022 Q3	$204K	Buy	+4,160	New	+$210K	0.09%	89

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Townsend & Associates's IGSB Position: Q3 2026 in Review

Townsend & Associates reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.3% in Q3 2026, selling an estimated $14.3K and leaving 4,895 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #99.

Townsend & Associates first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $330K in Q3 2024. 455 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Townsend & Associates held 4,895 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $252K as of Q3 2026.
Townsend & Associates sold 275 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $14.3K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Townsend & Associates's portfolio in Q3 2026, its #99 holding.
Townsend & Associates first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Townsend & Associates's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $330K in Q3 2024.
455 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.