James T. Borello RIA’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

James T. Borello RIA’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	$27.1K	Hold	529	–	–	0.01%	346
2026 Q2	$27.7K	Hold	529	–	–	0.01%	334
2026 Q1	$27.8K	Hold	529	–	–	0.01%	305
2025 Q4	$28K	Hold	529	–	–	0.01%	230
2025 Q3	$28.1K	Hold	529	–	–	0.01%	204
2025 Q2	$27.9K	Buy	+529	New	+$27.6K	0.01%	172

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

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

James T. Borello RIA's IGSB Position: Q3 2026 in Review

James T. Borello RIA held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 529 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #346.

James T. Borello RIA first reported a position in IGSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.1K in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

James T. Borello RIA held 529 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $27.1K as of Q3 2026.
James T. Borello RIA left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #346 holding.
James T. Borello RIA first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $28.1K in Q3 2025.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.