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 |
514,896
-49,195
| -9% | -$2.6M | 0.17% | 114 |
|
|
2025
Q4 | $29.8M | Buy |
564,091
+26,960
| +5% | +$1.43M | 0.18% | 102 |
|
|
2025
Q3 | $28.5M | Sell |
537,131
-19,600
| -4% | -$1.03M | 0.2% | 93 |
|
|
2025
Q2 | $29.4M | Sell |
556,731
-32,270
| -5% | -$1.69M | 0.24% | 90 |
|
|
2025
Q1 | $30.8M | Sell |
589,001
-52,148
| -8% | -$2.71M | 0.26% | 82 |
|
|
2024
Q4 | $33.1M | Sell |
641,149
-47,625
| -7% | -$2.48M | 0.28% | 80 |
|
|
2024
Q3 | $36.3M | Buy |
688,774
+43,615
| +7% | +$2.27M | 0.3% | 74 |
|
|
2024
Q2 | $33.1M | Sell |
645,159
-101,515
| -14% | -$5.18M | 0.28% | 71 |
|
|
2024
Q1 | $38.3M | Sell |
746,674
-137,871
| -16% | -$7.05M | 0.32% | 69 |
|
|
2023
Q4 | $45.4M | Sell |
884,545
-542,397
| -38% | -$27.2M | 0.38% | 58 |
|
|
2023
Q3 | $71.1M | Buy |
1,426,942
+10,305
| +0.7% | +$516K | 0.47% | 45 |
|
|
2023
Q2 | $71.1M | Buy |
1,416,637
+545,619
| +63% | +$27.5M | 0.39% | 48 |
|
|
2023
Q1 | $44M | Buy |
871,018
+25,723
| +3% | +$1.29M | 0.25% | 84 |
|
|
2022
Q4 | $42.1M | Sell |
845,295
-26,539
| -3% | -$1.31M | 0.24% | 86 |
|
|
2022
Q3 | $43M | Buy |
871,834
+81,416
| +10% | +$4.11M | 0.25% | 81 |
|
|
2022
Q2 | $40M | Buy |
790,418
+32,259
| +4% | +$1.64M | 0.22% | 92 |
|
|
2022
Q1 | $39.2M | Buy |
758,159
+125,554
| +20% | +$6.62M | 0.19% | 109 |
|
|
2021
Q4 | $34.1M | Buy |
632,605
+8,547
| +1% | +$463K | 0.16% | 134 |
|
|
2021
Q3 | $34.1M | Buy |
624,058
+49,956
| +9% | +$2.74M | 0.17% | 124 |
|
|
2021
Q2 | $31.5M | Buy |
574,102
+48,915
| +9% | +$2.68M | 0.16% | 136 |
|
|
2021
Q1 | $28.7M | Sell |
525,187
-15,800
| -3% | -$868K | 0.16% | 137 |
|
|
2020
Q4 | $29.8M | Sell |
540,987
-12,585
| -2% | -$692K | 0.18% | 127 |
|
|
2020
Q3 | $30.4M | Sell |
553,572
-132,076
| -19% | -$7.25M | 0.2% | 113 |
|
|
2020
Q2 | $37.5M | Buy |
685,648
+56,174
| +9% | +$3.03M | 0.27% | 81 |
|
|
2020
Q1 | $33M | Sell |
629,474
-64,746
| -9% | -$3.45M | 0.27% | 84 |
|
|
2019
Q4 | $37.2M | Sell |
694,220
-13,091
| -2% | -$702K | 0.24% | 99 |
|
|
2019
Q3 | $38M | Sell |
707,311
-370,717
| -34% | -$19.8M | 0.27% | 92 |
|
|
2019
Q2 | $57.6M | Buy |
1,078,028
+236,219
| +28% | +$12.5M | 0.38% | 54 |
|
|
2019
Q1 | $44.5M | Sell |
841,809
-3,868
| -0.5% | -$202K | 0.31% | 74 |
|
|
2018
Q4 | $43.7M | Sell |
845,677
-327,684
| -28% | -$16.9M | 0.35% | 65 |
|
|
2018
Q3 | $60.8M | Sell |
1,173,361
-441,923
| -27% | -$22.9M | 0.43% | 49 |
|
|
2018
Q2 | $83.8M | Sell |
1,615,284
-114,538
| -7% | -$5.94M | 0.62% | 22 |
|
|
2018
Q1 | $89.8M | Sell |
1,729,822
-70,342
| -4% | -$3.66M | 0.68% | 19 |
|
|
2017
Q4 | $94.1M | Buy |
1,800,164
+15,962
| +0.9% | +$837K | 0.74% | 15 |
|
|
2017
Q3 | $94M | Buy |
1,784,202
+69,078
| +4% | +$3.64M | 0.8% | 14 |
|
|
2017
Q2 | $90.3M | Buy |
1,715,124
+303,768
| +22% | +$16M | 0.81% | 13 |
|
|
2017
Q1 | $74.3M | Sell |
1,411,356
-397,558
| -22% | -$20.9M | 0.69% | 18 |
|
|
2016
Q4 | $94.9M | Buy |
1,808,914
+314,548
| +21% | +$16.5M | 0.92% | 13 |
|
|
2016
Q3 | $79M | Buy |
1,494,366
+81,114
| +6% | +$4.29M | 0.77% | 16 |
|
|
2016
Q2 | $74.9M | Sell |
1,413,252
-398,806
| -22% | -$21.1M | 0.76% | 18 |
|
|
2016
Q1 | $95.5M | Buy |
1,812,058
+26,758
| +1% | +$1.4M | 1.05% | 14 |
|
|
2015
Q4 | $93.4M | Sell |
1,785,300
-4,947,768
| -73% | -$260M | 1.07% | 11 |
|
|
2015
Q3 | $354M | Buy |
6,733,068
+1,512,252
| +29% | +$79.5M | 4.25% | 2 |
|
|
2015
Q2 | $275M | Buy |
5,220,816
+2,158,078
| +70% | +$114M | 3.18% | 1 |
|
|
2015
Q1 | $162M | Buy |
3,062,738
+1,668,910
| +120% | +$87.9M | 1.98% | 2 |
|
|
2014
Q4 | $73.3M | Buy |
1,393,828
+875,898
| +169% | +$46.1M | 1.1% | 9 |
|
|
2014
Q3 | $27.3M | Buy |
517,930
+189,458
| +58% | +$9.99M | 0.47% | 44 |
|
|
2014
Q2 | $17.4M | Buy |
328,472
+56,336
| +21% | +$2.97M | 0.32% | 82 |
|
|
2014
Q1 | $14.4M | Buy |
272,136
+248,766
| +1,064% | +$13.1M | 0.31% | 77 |
|
|
2013
Q4 | $1.23M | Sell |
23,370
-236,912
| -91% | -$12.5M | 0.04% | 308 |
|
|
2013
Q3 | $13.7M | Buy |
260,282
+221,130
| +565% | +$11.6M | 0.44% | 50 |
|
|
2013
Q2 | $2.06M | Buy |
+39,152
| New | +$2.06M | 0.05% | 306 |
|
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.