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

Valpey Financial Services’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
Q1 		$201K Buy
3,816
+28
+0.7% +$1.48K 0.13% 75
2025
Q4 		$200K Buy
+3,788
New +$201K 0.13% 72

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valpey Financial Services's IGSB Position: Q1 2026 in Review

Valpey Financial Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.74% in Q1 2026, buying an estimated $1.48K and bringing the position to 3,816 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #75.

Valpey Financial Services first reported a position in IGSB in Q4 2025 and has held it in 2 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Valpey Financial Services held 3,816 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $201K as of Q1 2026.
  • Valpey Financial Services bought 28 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.48K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Valpey Financial Services's portfolio in Q1 2026, its #75 holding.
  • Valpey Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.