UFA
IGSB icon

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

Unify 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 		$872K Buy
16,636
+311
+2% +$16.3K 0.81% 35
2026
Q1 		$858K Buy
16,325
+160
+1% +$8.46K 0.89% 35
2025
Q4 		$855K Buy
+16,165
New +$856K 0.89% 29

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

Unify Financial Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.9% in Q2 2026, buying an estimated $16.3K and bringing the position to 16,636 shares worth $872K. The position accounts for 0.81% of the portfolio, ranked #35.

Unify Financial Advisors first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Unify Financial Advisors held 16,636 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $872K as of Q2 2026.
  • Unify Financial Advisors bought 311 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.81% of Unify Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Unify Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.