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 Q3	$1.02M	Buy	19,957 +5,062	+34%	+$263K	0.16%	143
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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

VisionPoint Advisory Group's IGSB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 34% in Q3 2026, buying an estimated $263K and bringing the position to 19,957 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #143.

VisionPoint Advisory Group first reported a position in IGSB in Q4 2018 and has held it in 15 quarters since. 290 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

VisionPoint Advisory Group held 19,957 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q3 2026.
VisionPoint Advisory Group bought 5,062 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $263K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #143 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 15 quarters since.
290 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.