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

Unified Investment Management’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	$2.41M	Buy	46,042 +128	+0.3%	+$6.71K	2.22%	2
2026 Q1	$2.41M	Buy	45,914 +113	+0.2%	+$5.97K	2.46%	2
2025 Q4	$2.42M	Buy	45,801 +115	+0.3%	+$6.09K	2.43%	2
2025 Q3	$2.42M	Buy	45,686 +4,021	+10%	+$212K	2.42%	2
2025 Q2	$2.2M	Buy	41,665 +34	+0.1%	+$1.78K	2.36%	4
2025 Q1	$2.18M	Sell	41,631 -2,231	-5%	-$116K	2.58%	3
2024 Q4	$2.27M	Buy	+43,862	New	+$2.28M	2.58%	3

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Unified Investment Management's IGSB Position: Q2 2026 in Review

Unified Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.28% in Q2 2026, buying an estimated $6.71K and bringing the position to 46,042 shares worth $2.41M. The position accounts for 2.22% of the portfolio, ranked #2.

Unified Investment Management first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q3 2025. 437 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Unified Investment Management held 46,042 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.41M as of Q2 2026.
Unified Investment Management bought 128 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.71K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.22% of Unified Investment Management's portfolio in Q2 2026, its #2 holding.
Unified Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.42M in Q3 2025.
437 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.