XY Planning Network’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

XY Planning Network’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	–	Sell	-18,119	Closed	-$950K	–	345
2026 Q1	$950K	Sell	18,119 -592	-3%	-$31.3K	0.15%	129
2025 Q4	$989K	Sell	18,711 -6,083	-25%	-$322K	0.17%	123
2025 Q3	$1.31M	Hold	24,794	–	–	0.45%	60
2025 Q2	$1.31M	Buy	24,794 +3,770	+18%	+$197K	0.45%	60
2025 Q1	$1.1M	Sell	21,024 -2,637	-11%	-$137K	0.73%	42
2024 Q4	$1.22M	Buy	+23,661	New	+$1.23M	0.92%	37

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

XY Planning Network's IGSB Position: Q2 2026 in Review

XY Planning Network sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 18,119 shares — an estimated $950K sold.

XY Planning Network first reported a position in IGSB in Q4 2024 and held it in 6 quarters. The position peaked at $1.31M in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

XY Planning Network reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 18,119 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $950K.
XY Planning Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
XY Planning Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.31M in Q3 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.