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

Winebrenner Capital Management’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	$603K	Buy	11,499 +111	+1%	+$5.82K	0.37%	81
2026 Q1	$599K	Buy	11,388 +72	+0.6%	+$3.81K	0.38%	73
2025 Q4	$598K	Sell	11,316 -26	-0.2%	-$1.38K	0.4%	74
2025 Q3	$601K	Buy	11,342 +105	+0.9%	+$5.54K	0.43%	72
2025 Q2	$593K	Buy	11,237 +103	+0.9%	+$5.38K	0.48%	71
2025 Q1	$583K	Sell	11,134 -11,002	-50%	-$572K	0.53%	67
2024 Q4	$1.14M	Buy	+22,136	New	+$1.15M	0.88%	36

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

Wealth Enhancement Advisory Services

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

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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