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YHB Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

YHB Investment Advisors’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 		$3.37M Buy
64,272
+2,679
+4% +$140K 0.22% 99
2026
Q1 		$3.24M Buy
61,593
+2,122
+4% +$112K 0.23% 95
2025
Q4 		$3.14M Buy
59,471
+6,241
+12% +$330K 0.22% 98
2025
Q3 		$2.82M Sell
53,230
-46,088
-46% -$2.43M 0.21% 99
2025
Q2 		$5.24M Buy
99,318
+13,841
+16% +$723K 0.4% 66
2025
Q1 		$4.48M Buy
85,477
+7,764
+10% +$404K 0.37% 73
2024
Q4 		$4.02M Buy
77,713
+36,640
+89% +$1.9M 0.33% 79
2024
Q3 		$2.16M Sell
41,073
-1,168
-3% -$60.8K 0.18% 111
2024
Q2 		$2.16M Buy
42,241
+349
+0.8% +$17.8K 0.19% 112
2024
Q1 		$2.15M Sell
41,892
-1,148
-3% -$58.7K 0.19% 110
2023
Q4 		$2.21M Buy
43,040
+20,036
+87% +$1.01M 0.21% 103
2023
Q3 		$1.15M Sell
23,004
-2,537
-10% -$127K 0.11% 141
2023
Q2 		$1.28M Sell
25,541
-5,563
-18% -$280K 0.12% 139
2023
Q1 		$1.57M Sell
31,104
-2,506
-7% -$126K 0.16% 120
2022
Q4 		$1.67M Buy
33,610
+870
+3% +$43.1K 0.18% 110
2022
Q3 		$1.61M Sell
32,740
-767
-2% -$38.7K 0.18% 115
2022
Q2 		$1.69M Sell
33,507
-5,384
-14% -$274K 0.18% 114
2022
Q1 		$2.01M Sell
38,891
-33,062
-46% -$1.74M 0.18% 114
2021
Q4 		$3.88M Sell
71,953
-43,164
-37% -$2.34M 0.31% 84
2021
Q3 		$6.29M Buy
115,117
+39,878
+53% +$2.18M 0.54% 52
2021
Q2 		$4.12M Buy
75,239
+14,910
+25% +$817K 0.35% 77
2021
Q1 		$3.3M Buy
60,329
+39,405
+188% +$2.16M 0.29% 93
2020
Q4 		$1.15M Buy
20,924
+6,267
+43% +$345K 0.11% 155
2020
Q3 		$805K Buy
+14,657
New +$805K 0.09% 167

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
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
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

YHB Investment Advisors's IGSB Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.3% in Q2 2026, buying an estimated $140K and bringing the position to 64,272 shares worth $3.37M. The position accounts for 0.22% of the portfolio, ranked #99.

YHB Investment Advisors first reported a position in IGSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.29M in Q3 2021. 407 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • YHB Investment Advisors held 64,272 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.37M as of Q2 2026.
  • YHB Investment Advisors bought 2,679 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.22% of YHB Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • YHB Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.29M in Q3 2021.
  • 407 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.