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Valmark Advisers’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Valmark Advisers’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 		$230K Hold
4,391
– – ﹤0.01% 690
2026
Q1 		$231K Sell
4,391
-303
-6% -$16K ﹤0.01% 636
2025
Q4 		$248K Hold
4,694
– – ﹤0.01% 591
2025
Q3 		$249K Sell
4,694
-337
-7% -$17.8K ﹤0.01% 596
2025
Q2 		$265K Buy
+5,031
New +$263K ﹤0.01% 573
2025
Q1 		– Sell
-4,233
Closed -$219K – 613
2024
Q4 		$219K Sell
4,233
-1,860
-31% -$96.7K ﹤0.01% 570
2024
Q3 		$321K Buy
+6,093
New +$317K 0.01% 487
2022
Q1 		– Sell
-6,911
Closed -$372K – 431
2021
Q4 		$372K Sell
6,911
-864
-11% -$46.8K 0.01% 318
2021
Q3 		$425K Sell
7,775
-1,641
-17% -$89.9K 0.01% 293
2021
Q2 		$516K Sell
9,416
-513
-5% -$28.1K 0.01% 280
2021
Q1 		$543K Sell
9,929
-6,416
-39% -$352K 0.01% 262
2020
Q4 		$902K Sell
16,345
-1,571
-9% -$86.4K 0.02% 182
2020
Q3 		$984K Buy
17,916
+9,933
+124% +$546K 0.02% 135
2020
Q2 		$437K Buy
7,983
+2,635
+49% +$142K 0.01% 179
2020
Q1 		$280K Sell
5,348
-99
-2% -$5.27K 0.01% 186
2019
Q4 		$292K Buy
5,447
+450
+9% +$24.1K 0.01% 201
2019
Q3 		$268K Buy
+4,997
New +$267K 0.01% 204

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers's IGSB Position: Q2 2026 in Review

Valmark Advisers held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 4,391 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Valmark Advisers first reported a position in IGSB in Q3 2019 and has held it in 17 quarters since. The position peaked at $984K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Valmark Advisers held 4,391 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $230K as of Q2 2026.
  • Valmark Advisers left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #690 holding.
  • Valmark Advisers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Valmark Advisers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $984K in Q3 2020.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.