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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
576
Rede Wealth
Virginia
$678K -$1.08K -20 -0.2%
CAM
577
Caprin Asset Management
Virginia
$678K +$8.61K +159 +1%
AA
578
Auxano Advisors
Washington
$677K +$680K +12,563 New
PWS
579
Peloton Wealth Strategists
Indiana
$674K +$152K +2,815 +29%
AC
580
Apella Capital
Connecticut
$669K +$4.55K +84 +0.7%
CA
581
CGN Advisors
Kansas
$664K +$668K +12,333 New
DWP
582
Destiny Wealth Partners
Florida
$663K -$171K -3,165 -20%
AUB
583
Atlantic Union Bankshares
Virginia
$662K -$31.6K -583 -5%
MIH
584
Meitav Investment House
Israel
$661K -$40.2K -742 -6%
DI
585
Disciplined Investments
Oklahoma
$660K -$2.98K -55 -0.4%
HIS
586
Horizon Investment Services
Indiana
$660K -$2.98K -55 -0.4%
AFA
587
American Financial Advisors
Georgia
$659K -$74.2K -1,371 -10%
TCPWM
588
Traverso Chambers Private Wealth Management
California
$658K -$27.1K -500 -4%
SNBOSD
589
Security National Bank of So Dak
Iowa
$656K +$325K +6,000 +97%
BAAM
590
Baker Avenue Asset Management
California
$653K – – –
LWP
591
Legacy Wealth Planning
Nevada
$647K -$20.1K -372 -3%
CH
592
Canton Hathaway
Rhode Island
$647K – – –
TF
593
Trek Financial
Arizona
$643K -$1.32M -24,335 -67%
GA
594
Greytown Advisors
Florida
$642K – – –
PWLP
595
Prio Wealth Limited Partnership
Massachusetts
$640K – – –
BFO
596
Boston Family Office
Massachusetts
$638K – – –
PFM
597
Phillips Financial Management
Indiana
$632K +$162 +3 +0%
BHWM
598
Beaird Harris Wealth Management
Texas
$619K +$622K +11,495 New
FDCDDQ
599
Federation des caisses Desjardins du Quebec
Quebec, Canada
$618K +$65.1K +1,202 +12%
VCA
600
Verdence Capital Advisors
Maryland
$616K +$30.8K +569 +5%
22 23
24
25 26