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 Q3	$654K	Buy	+12,766	New	+$663K	0.07%	206
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

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

XY Planning Network's IGSB Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 12,766 shares worth $654K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: XY Planning Network previously reported a position in IGSB as recently as Q1 2026.

XY Planning Network first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

XY Planning Network held 12,766 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $654K as of Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new XY Planning Network position in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #206 holding.
XY Planning Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.31M 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 XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.