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

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

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. 334 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.
334 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.