1900 Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

1900 Wealth Management’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	$503K	Buy	+9,819	New	+$510K	0.03%	207
2025 Q1	–	Sell	-4,219	Closed	-$218K	–	220
2024 Q4	$218K	Sell	4,219 -2,069	-33%	-$108K	0.02%	210
2024 Q3	$331K	Sell	6,288 -484	-7%	-$25.2K	0.03%	181
2024 Q2	$347K	Sell	6,772 -537	-7%	-$27.4K	0.03%	182
2024 Q1	$375K	Sell	7,309 -7,065	-49%	-$361K	0.03%	181
2023 Q4	$737K	Sell	14,374 -6,854	-32%	-$344K	0.07%	159
2023 Q3	$1.06M	Sell	21,228 -16,684	-44%	-$835K	0.11%	132
2023 Q2	$1.9M	Sell	37,912 -6,963	-16%	-$351K	0.2%	93
2023 Q1	$2.24M	Buy	44,875 +482	+1%	+$24.2K	0.24%	74
2022 Q4	$2.21M	Sell	44,393 -3,149	-7%	-$156K	0.24%	75
2022 Q3	$2.34M	Sell	47,542 -1,784	-4%	-$90K	0.27%	68
2022 Q2	$2.49M	Sell	49,326 -6,050	-11%	-$308K	0.27%	68
2022 Q1	$2.86M	Sell	55,376 -13,886	-20%	-$732K	0.27%	72
2021 Q4	$3.73M	Buy	69,262 +20,150	+41%	+$1.09M	0.34%	59
2021 Q3	$2.68M	Sell	49,112 -83,772	-63%	-$4.59M	0.26%	73
2021 Q2	$7.28M	Buy	132,884 +6,713	+5%	+$368K	0.7%	30
2021 Q1	$6.9M	Buy	126,171 +119,120	+1,689%	+$6.54M	0.52%	31
2020 Q4	$389K	Buy	+7,051	New	+$388K	0.05%	113

Other funds holding IGSB

BSB

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

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

1900 Wealth Management's IGSB Position: Q3 2026 in Review

1900 Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 9,819 shares worth $503K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in IGSB as recently as Q4 2024.

1900 Wealth Management first reported a position in IGSB in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.28M in Q2 2021. 118 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

1900 Wealth Management held 9,819 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $503K as of Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new 1900 Wealth Management position in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of 1900 Wealth Management's portfolio in Q3 2026, its #207 holding.
1900 Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
1900 Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.28M in Q2 2021.
118 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.