United Capital Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27M | Sell |
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2025
Q4 | $29.8M | Buy |
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2025
Q3 | $28.5M | Sell |
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2025
Q2 | $29.4M | Sell |
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2025
Q1 | $30.8M | Sell |
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|
2024
Q4 | $33.1M | Sell |
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2024
Q3 | $36.3M | Buy |
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2024
Q2 | $33.1M | Sell |
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2024
Q1 | $38.3M | Sell |
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|
2023
Q4 | $45.4M | Sell |
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|
2023
Q3 | $71.1M | Buy |
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|
2023
Q2 | $71.1M | Buy |
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|
2023
Q1 | $44M | Buy |
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|
2022
Q4 | $42.1M | Sell |
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|
2022
Q3 | $43M | Buy |
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|
2022
Q2 | $40M | Buy |
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2022
Q1 | $39.2M | Buy |
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|
2021
Q4 | $34.1M | Buy |
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|
2021
Q3 | $34.1M | Buy |
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|
2021
Q2 | $31.5M | Buy |
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|
2021
Q1 | $28.7M | Sell |
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|
2020
Q4 | $29.8M | Sell |
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|
2020
Q3 | $30.4M | Sell |
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2020
Q2 | $37.5M | Buy |
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|
2020
Q1 | $33M | Sell |
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|
2019
Q4 | $37.2M | Sell |
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2019
Q3 | $38M | Sell |
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|
2019
Q2 | $57.6M | Buy |
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|
2019
Q1 | $44.5M | Sell |
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|
2018
Q4 | $43.7M | Sell |
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|
2018
Q3 | $60.8M | Sell |
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|
2018
Q2 | $83.8M | Sell |
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|
2018
Q1 | $89.8M | Sell |
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|
2017
Q4 | $94.1M | Buy |
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|
2017
Q3 | $94M | Buy |
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|
2017
Q2 | $90.3M | Buy |
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|
2017
Q1 | $74.3M | Sell |
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|
2016
Q4 | $94.9M | Buy |
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|
2016
Q3 | $79M | Buy |
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|
2016
Q2 | $74.9M | Sell |
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|
2016
Q1 | $95.5M | Buy |
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|
2015
Q4 | $93.4M | Sell |
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|
2015
Q3 | $354M | Buy |
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|
2015
Q2 | $275M | Buy |
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|
2015
Q1 | $162M | Buy |
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|
2014
Q4 | $73.3M | Buy |
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|
2014
Q3 | $27.3M | Buy |
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|
2014
Q2 | $17.4M | Buy |
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|
2014
Q1 | $14.4M | Buy |
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|
2013
Q4 | $1.23M | Sell |
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|
2013
Q3 | $13.7M | Buy |
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|
2013
Q2 | $2.06M | Buy |
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Other funds holding IGSB
MMI
EWA
B
United Capital Financial Advisors's IGSB Position: Q1 2026 in Review
United Capital Financial Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.7% in Q1 2026, selling an estimated $2.6M and leaving 514,896 shares worth $27M. The position accounts for 0.17% of the portfolio, ranked #114.
United Capital Financial Advisors first reported a position in IGSB in Q2 2013 and has held it in 52 quarters since. The position peaked at $354M in Q3 2015. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.
- United Capital Financial Advisors held 514,896 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $27M as of Q1 2026.
- United Capital Financial Advisors sold 49,195 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.6M.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of United Capital Financial Advisors's portfolio in Q1 2026, its #114 holding.
- United Capital Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $354M in Q3 2015.
- 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.