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Planning Strategies Inc.’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Planning Strategies Inc.’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 		$17.2K Buy
+329
New +$17.2K 0.01% 260

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Truist Financial
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MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Planning Strategies Inc.'s IGSB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 329 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

425 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Planning Strategies Inc. held 329 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $17.2K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #260 holding.
  • 425 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.