VisionPoint Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

VisionPoint Advisory Group’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	$781K	Buy	14,895 +33	+0.2%	+$1.73K	0.13%	184
2026 Q1	$781K	Buy	+14,862	New	+$786K	0.15%	159
2024 Q3	–	Sell	-1,986	Closed	-$102K	–	496
2024 Q2	$102K	Sell	1,986 -45	-2%	-$2.3K	0.04%	215
2024 Q1	$104K	Buy	2,031 +1,500	+282%	+$76.8K	0.04%	203
2023 Q4	$27.2K	Buy	+531	New	+$26.7K	0.01%	321
2021 Q1	–	Sell	-6,214	Closed	-$343K	–	130
2020 Q4	$343K	Sell	6,214 -5,078	-45%	-$279K	0.17%	103
2020 Q3	$620K	Sell	11,292 -1,673	-13%	-$91.9K	0.27%	52
2020 Q2	$712K	Sell	12,965 -2,088	-14%	-$112K	0.29%	42
2020 Q1	$788K	Sell	15,053 -1,021	-6%	-$54.3K	0.37%	39
2019 Q4	$862K	Hold	16,074	–	–	0.36%	52
2019 Q3	$865K	Sell	16,074 -320	-2%	-$17.1K	0.24%	51
2019 Q2	$876K	Sell	16,394 -932	-5%	-$49.3K	0.25%	49
2019 Q1	$915K	Buy	17,326 +580	+3%	+$30.3K	0.26%	52
2018 Q4	$865K	Buy	+16,746	New	+$863K	0.28%	48

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return