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

Valeo 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	$318K	Buy	+6,073	New	+$318K	0.01%	608
2021 Q2	–	Sell	-140	Closed	-$8K	–	1119
2021 Q1	$8K	Buy	+140	New	+$7.69K	﹤0.01%	1420
2020 Q4	–	Sell	-257	Closed	-$14K	–	1750
2020 Q3	$14K	Sell	257 -138	-35%	-$7.58K	﹤0.01%	1003
2020 Q2	$22K	Hold	395	–	–	﹤0.01%	1028
2020 Q1	$21K	Buy	395 +138	+54%	+$7.34K	﹤0.01%	883
2019 Q4	$14K	Sell	257 -888	-78%	-$47.6K	﹤0.01%	1001
2019 Q3	$61K	Buy	+1,145	New	+$61.3K	0.01%	540

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 22.96% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 6,073 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IGSB as recently as Q1 2021.

Valeo Financial Advisors first reported a position in IGSB in Q3 2019 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Valeo Financial Advisors held 6,073 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $318K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Valeo Financial Advisors position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #608 holding.
Valeo Financial Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 7 quarters since.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.