RAFFA WEALTH MANAGEMENT, LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$51.8M	Buy	987,415 +174,539	+21%	+$9.15M	6.52%	6
2026 Q1	$42.7M	Buy	812,876 +119,406	+17%	+$6.31M	6.67%	6
2025 Q4	$36.7M	Buy	693,470 +651,179	+1,540%	+$34.5M	5.64%	6
2025 Q3	$2.24M	Buy	42,291 +36,543	+636%	+$1.93M	0.4%	40
2025 Q2	$303K	Buy	5,748 +1,394	+32%	+$72.8K	0.06%	70
2025 Q1	$228K	Sell	4,354 -85	-2%	-$4.42K	0.05%	76
2024 Q4	$229K	Buy	4,439 +889	+25%	+$46.2K	0.05%	75
2024 Q3	$187K	Buy	3,550 +131	+4%	+$6.82K	0.05%	80
2024 Q2	$175K	Buy	3,419 +9	+0.3%	+$459	0.05%	94
2024 Q1	$175K	Buy	+3,410	New	+$174K	0.05%	93
2023 Q3	$180K	Buy	+3,614	New	+$181K	0.06%	70
2022 Q4	$114K	Buy	2,280 +20	+0.9%	+$990	0.05%	75
2022 Q3	$111K	Buy	+2,260	New	+$114K	0.05%	76
2021 Q4	$108K	Sell	2,010 -16	-0.8%	-$866	0.04%	89
2021 Q3	$111K	Sell	2,026 -286	-12%	-$15.7K	0.04%	66
2021 Q2	$127K	Buy	+2,312	New	+$127K	0.04%	64
2020 Q4	$153K	Buy	+2,769	New	+$152K	0.05%	76
2020 Q2	$115K	Sell	2,098 -465	-18%	-$25.1K	0.04%	78
2020 Q1	$134K	Buy	+2,563	New	+$136K	0.05%	69
2019 Q3	$157K	Buy	+2,934	New	+$157K	0.06%	82
2018 Q1	$304K	Buy	5,858 +86	+1%	+$4.47K	0.11%	62
2017 Q4	$302K	Buy	+5,772	New	+$303K	0.12%	64
2017 Q1	$382K	Buy	+7,254	New	+$381K	0.19%	34
2016 Q3	$342K	Buy	+6,462	New	+$342K	0.18%	36
2016 Q1	$327K	Buy	6,212 +724	+13%	+$38K	0.19%	38
2015 Q4	$287K	Buy	+5,488	New	+$288K	0.17%	38
2015 Q2	$327K	Buy	6,212 +18	+0.3%	+$949	0.2%	34
2015 Q1	$327K	Sell	6,194 -726	-10%	-$38.2K	0.19%	30
2014 Q4	$364K	Sell	6,920 -362	-5%	-$19.1K	0.22%	32
2014 Q3	$383K	Buy	7,282 +16	+0.2%	+$843	0.29%	28
2014 Q2	$384K	Sell	7,266 -1,828	-20%	-$96.4K	0.29%	27
2014 Q1	$480K	Buy	9,094 +2,174	+31%	+$115K	0.39%	16
2013 Q4	$364K	Buy	+6,920	New	+$365K	0.22%	32

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BSB

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

CIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IGSB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 21% in Q2 2026, buying an estimated $9.15M and bringing the position to 987,415 shares worth $51.8M. The position accounts for 6.52% of the portfolio, ranked #6.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IGSB in Q4 2013 and has held it in 33 quarters since. 362 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 987,415 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $51.8M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 174,539 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.15M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.52% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #6 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 33 quarters since.
362 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.