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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES 1-5Y INV GRADE CORP

Steward Partners Investment Advisory, LLC holds 367,164 shares of IGSB (ISHARES 1-5Y INV GRADE CORP), worth $19.2M as of 2026-Q2. The position was increased (+6.5% shares). IGSB represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$19.2M

Current Shares

367,164

Total Value Change

+$3.5M

Total Shares Change

+67,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
367,164
+6.5%
$19.2M0.1%$52.01
30
2026-Q1
Increased
344,713
+3.0%
$18.1M0.1%$51.56
29
2025-Q4
Increased
334,778
+1.9%
$17.7M0.1%$51.49
29
2025-Q3
Increased
328,533
+0.2%
$17.4M0.1%$50.86
28
2025-Q2
Increased
327,825
+3.3%
$17.3M0.1%$50.04
35
2025-Q1
Decreased
317,373
-1.6%
$16.6M0.1%$49.12
0
2024-Q4
Increased
322,419
+7.7%
$16.7M0.1%$48.14
36
2024-Q3
Increased
299,274
+0.4%
$15.8M0.1%$48.36
34

Other major holders of IGSB: ENVESTNET ASSET MANAGEMENT INC, NORTHERN TRUST CORP

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