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

Transamerica Financial 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 		– Sell
-3,137
Closed -$165K – 2237
2026
Q1 		$165K Buy
3,137
+481
+18% +$25.4K 0.01% 424
2025
Q4 		$140K Sell
2,656
-546
-17% -$28.9K 0.01% 411
2025
Q3 		$170K Buy
+3,202
New +$169K 0.01% 349
2022
Q4 		– Sell
-1,055
Closed -$52K – 708
2022
Q3 		$52K Buy
+1,055
New +$53.2K 0.01% 275
2020
Q3 		– Sell
-1
Closed -$1K – 326
2020
Q2 		$1K Buy
+1
New +$54 ﹤0.01% 409
2019
Q3 		– Sell
-1
Closed -$1K – 296
2019
Q2 		$1K Buy
+1
New +$53 ﹤0.01% 462
2019
Q1 		– Sell
-1
Closed -$1K – 263
2018
Q4 		$1K Sell
1
-11
-92% -$567 ﹤0.01% 430
2018
Q3 		$1K Sell
12
-2,150
-99% -$111K ﹤0.01% 433
2018
Q2 		$113K Buy
2,162
+48
+2% +$2.49K 0.03% 204
2018
Q1 		$110K Buy
2,114
+1,202
+132% +$62.5K 0.02% 211
2017
Q4 		$48K Sell
912
-520
-36% -$27.3K 0.01% 238
2017
Q3 		$76K Sell
1,432
-330
-19% -$17.4K 0.01% 229
2017
Q2 		$93K Sell
1,762
-370
-17% -$19.5K 0.01% 219
2017
Q1 		$113K Sell
2,132
-304
-12% -$16K 0.01% 220
2016
Q4 		$128K Buy
+2,436
New +$128K 0.02% 213
2015
Q4 		– Sell
-596
Closed -$32K – 848
2015
Q3 		$32K Buy
596
+594
+29,700% +$31.2K ﹤0.01% 439
2015
Q2 		$1K Sell
2
-552
-100% -$29.1K ﹤0.01% 816
2015
Q1 		$30K Sell
554
-15,616
-97% -$822K ﹤0.01% 493
2014
Q4 		$851K Buy
16,170
+888
+6% +$46.8K 0.07% 140
2014
Q3 		$805K Buy
15,282
+3,284
+27% +$173K 0.07% 130
2014
Q2 		$634K Buy
11,998
+4,744
+65% +$250K 0.06% 155
2014
Q1 		$383K Buy
7,254
+2,884
+66% +$152K 0.04% 182
2013
Q4 		$231K Buy
4,370
+2,280
+109% +$120K 0.03% 238
2013
Q3 		$110K Buy
2,090
+514
+33% +$27K 0.01% 266
2013
Q2 		$83K Buy
+1,576
New +$83K 0.01% 243

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Transamerica Financial Advisors's IGSB Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 3,137 shares — an estimated $165K sold.

Transamerica Financial Advisors first reported a position in IGSB in Q2 2013 and held it in 25 quarters. The position peaked at $851K in Q4 2014. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3,137 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $165K.
  • Transamerica Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 25 quarters.
  • Transamerica Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $851K in Q4 2014.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.