Verdence Capital 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
Q2 | $621K | Sell |
11,856
-803
| -6% | -$42.1K | 0.03% | 392 |
|
|
2026
Q1 | $665K | Buy |
12,659
+726
| +6% | +$38.4K | 0.04% | 371 |
|
|
2025
Q4 | $631K | Sell |
11,933
-2,929
| -20% | -$155K | 0.04% | 364 |
|
|
2025
Q3 | $790K | Buy |
14,862
+2,811
| +23% | +$148K | 0.05% | 339 |
|
|
2025
Q2 | $636K | Sell |
12,051
-148
| -1% | -$7.73K | 0.04% | 341 |
|
|
2025
Q1 | $639K | Sell |
12,199
-2,191
| -15% | -$114K | 0.05% | 317 |
|
|
2024
Q4 | $744K | Buy |
14,390
+100
| +0.7% | +$5.2K | 0.06% | 290 |
|
|
2024
Q3 | $752K | Hold |
14,290
| – | – | 0.06% | 303 |
|
|
2024
Q2 | $732K | Sell |
14,290
-1,225
| -8% | -$62.5K | 0.07% | 286 |
|
|
2024
Q1 | $796K | Buy |
15,515
+250
| +2% | +$12.8K | 0.07% | 272 |
|
|
2023
Q4 | $783K | Buy |
15,265
+777
| +5% | +$39K | 0.08% | 255 |
|
|
2023
Q3 | $722K | Buy |
14,488
+858
| +6% | +$42.9K | 0.08% | 260 |
|
|
2023
Q2 | $684K | Buy |
13,630
+114
| +0.8% | +$5.74K | 0.08% | 252 |
|
|
2023
Q1 | $683K | Sell |
13,516
-1,054
| -7% | -$52.9K | 0.08% | 254 |
|
|
2022
Q4 | $726K | Buy |
14,570
+13
| +0.1% | +$644 | 0.09% | 222 |
|
|
2022
Q3 | $717K | Buy |
14,557
+1,539
| +12% | +$77.7K | 0.1% | 209 |
|
|
2022
Q2 | $658K | Buy |
13,018
+1,576
| +14% | +$80.2K | 0.09% | 243 |
|
|
2022
Q1 | $592K | Buy |
11,442
+4
| +0% | +$211 | 0.07% | 272 |
|
|
2021
Q4 | $616K | Buy |
11,438
+569
| +5% | +$30.8K | 0.07% | 249 |
|
|
2021
Q3 | $594K | Buy |
10,869
+3,425
| +46% | +$188K | 0.08% | 247 |
|
|
2021
Q2 | $408K | Buy |
7,444
+855
| +13% | +$46.8K | 0.06% | 289 |
|
|
2021
Q1 | $360K | Hold |
6,589
| – | – | 0.06% | 301 |
|
|
2020
Q4 | $364K | Hold |
6,589
| – | – | 0.07% | 251 |
|
|
2020
Q3 | $362K | Buy |
6,589
+930
| +16% | +$51.1K | 0.08% | 228 |
|
|
2020
Q2 | $310K | Buy |
5,659
+12
| +0.2% | +$646 | 0.08% | 234 |
|
|
2020
Q1 | $296K | Buy |
5,647
+433
| +8% | +$23K | 0.09% | 209 |
|
|
2019
Q4 | $280K | Hold |
5,214
| – | – | 0.07% | 244 |
|
|
2019
Q3 | $280K | Buy |
5,214
+625
| +14% | +$33.4K | 0.08% | 235 |
|
|
2019
Q2 | $245K | Hold |
4,589
| – | – | 0.07% | 247 |
|
|
2019
Q1 | $242K | Hold |
4,589
| – | – | 0.07% | 227 |
|
|
2018
Q4 | $237K | Sell |
4,589
-1,237
| -21% | -$63.8K | 0.07% | 210 |
|
|
2018
Q3 | $302K | Hold |
5,826
| – | – | 0.07% | 204 |
|
|
2018
Q2 | $302K | Buy |
5,826
+1,538
| +36% | +$79.7K | 0.07% | 219 |
|
|
2018
Q1 | $223K | Sell |
4,288
-826
| -16% | -$43K | 0.05% | 256 |
|
|
2017
Q4 | $267K | Buy |
+5,114
| New | +$268K | 0.06% | 225 |
|
Other funds holding IGSB
MMI
EWA
AC
B
Verdence Capital Advisors's IGSB Position: Q2 2026 in Review
Verdence Capital Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q2 2026, selling an estimated $42.1K and leaving 11,856 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #392.
Verdence Capital Advisors first reported a position in IGSB in Q4 2017 and has held it in 35 quarters since. The position peaked at $796K in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.
- Verdence Capital Advisors held 11,856 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $621K as of Q2 2026.
- Verdence Capital Advisors sold 803 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $42.1K.
- iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Verdence Capital Advisors's portfolio in Q2 2026, its #392 holding.
- Verdence Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Verdence Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $796K in Q1 2024.
- 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.