United Financial Planning Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

United Financial Planning Group’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	$2.36M	Buy	44,979 +1,726	+4%	+$90.5K	1.2%	13
2026 Q1	$2.27M	Buy	43,253 +1,085	+3%	+$57.4K	1.34%	13
2025 Q4	$2.23M	Buy	42,168 +3,743	+10%	+$198K	1.35%	12
2025 Q3	$2.04M	Buy	+38,425	New	+$2.03M	1.28%	11

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Financial Planning Group's IGSB Position: Q2 2026 in Review

United Financial Planning Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4% in Q2 2026, buying an estimated $90.5K and bringing the position to 44,979 shares worth $2.36M. The position accounts for 1.2% of the portfolio, ranked #13.

United Financial Planning Group first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

United Financial Planning Group held 44,979 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.36M as of Q2 2026.
United Financial Planning Group bought 1,726 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $90.5K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.2% of United Financial Planning Group's portfolio in Q2 2026, its #13 holding.
United Financial Planning Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.