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	–	493
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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VisionPoint Advisory Group's IGSB Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.22% in Q2 2026, buying an estimated $1.73K and bringing the position to 14,895 shares worth $781K. The position accounts for 0.13% of the portfolio, ranked #184.

VisionPoint Advisory Group first reported a position in IGSB in Q4 2018 and has held it in 14 quarters since. The position peaked at $915K in Q1 2019. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

VisionPoint Advisory Group held 14,895 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $781K as of Q2 2026.
VisionPoint Advisory Group bought 33 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.73K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q2 2026, its #184 holding.
VisionPoint Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 14 quarters since.
VisionPoint Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $915K in Q1 2019.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.