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

Transcend Capital 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
Q1 		$1.77M Buy
33,609
+17,018
+103% +$900K 0.14% 139
2025
Q4 		$877K Buy
16,591
+7,941
+92% +$420K 0.07% 255
2025
Q3 		$459K Sell
8,650
-1,916
-18% -$101K 0.03% 394
2025
Q2 		$557K Sell
10,566
-897
-8% -$46.9K 0.04% 320
2025
Q1 		$600K Buy
11,463
+2,435
+27% +$127K 0.04% 330
2024
Q4 		$467K Sell
9,028
-392
-4% -$20.4K 0.03% 359
2024
Q3 		$496K Buy
+9,420
New +$490K 0.03% 396
2022
Q2 		– Sell
-4,238
Closed -$219K – 521
2022
Q1 		$219K Sell
4,238
-5,025
-54% -$265K 0.02% 458
2021
Q4 		$499K Sell
9,263
-876
-9% -$47.4K 0.04% 301
2021
Q3 		$551K Sell
10,139
-15,739
-61% -$862K 0.05% 284
2021
Q2 		$1.42M Buy
25,878
+2,042
+9% +$112K 0.2% 119
2021
Q1 		$1.3M Sell
23,836
-13,770
-37% -$756K 0.16% 144
2020
Q4 		$2.08M Sell
37,606
-652
-2% -$35.8K 0.27% 97
2020
Q3 		$2.1M Buy
38,258
+6,746
+21% +$371K 0.38% 67
2020
Q2 		$1.72M Buy
31,512
+27,518
+689% +$1.48M 0.56% 57
2020
Q1 		$209K Hold
3,994
– – 0.06% 190
2019
Q4 		$214K Buy
+3,994
New +$214K 0.06% 206

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Transcend Capital Advisors's IGSB Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 103% in Q1 2026, buying an estimated $900K and bringing the position to 33,609 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #139.

Transcend Capital Advisors first reported a position in IGSB in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.1M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Transcend Capital Advisors held 33,609 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.77M as of Q1 2026.
  • Transcend Capital Advisors bought 17,018 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $900K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.14% of Transcend Capital Advisors's portfolio in Q1 2026, its #139 holding.
  • Transcend Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Transcend Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.1M in Q3 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.