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

Verdence Capital 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
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

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

Verdence Capital Advisors's IGSB Position: Q1 2026 in Review

Verdence Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.1% in Q1 2026, buying an estimated $38.4K and bringing the position to 12,659 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #371.

Verdence Capital Advisors first reported a position in IGSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $796K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Verdence Capital Advisors held 12,659 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $665K as of Q1 2026.
  • Verdence Capital Advisors bought 726 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $38.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Verdence Capital Advisors's portfolio in Q1 2026, its #371 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 34 quarters since.
  • Verdence Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $796K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.