4J Wealth Management
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4J Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

4J 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 		$424K Buy
8,269
+3,320
+67% +$172K 0.2% 73
2026
Q2 		$259K Sell
4,949
-50
-1% -$2.62K 0.13% 93
2026
Q1 		$263K Buy
4,999
+290
+6% +$15.3K 0.15% 87
2025
Q4 		$249K Sell
4,709
-1,180
-20% -$62.5K 0.14% 86
2025
Q3 		$312K Sell
5,889
-65
-1% -$3.43K 0.18% 72
2025
Q2 		$314K Hold
5,954
– – 0.21% 70
2025
Q1 		$312K Hold
5,954
– – 0.25% 67
2024
Q4 		$308K Sell
5,954
-495
-8% -$25.7K 0.25% 66
2024
Q3 		$340K Buy
6,449
+5
+0.1% +$260 0.26% 62
2024
Q2 		$330K Sell
6,444
-432
-6% -$22K 0.27% 59
2024
Q1 		$353K Sell
6,876
-47,423
-87% -$2.43M 0.3% 60
2023
Q4 		$2.78M Sell
54,299
-24,928
-31% -$1.25M 2.54% 9
2023
Q3 		$3.95M Sell
79,227
-18,290
-19% -$915K 3.93% 6
2023
Q2 		$4.89M Buy
97,517
+1,119
+1% +$56.4K 4.75% 6
2023
Q1 		$4.87M Buy
96,398
+5,978
+7% +$300K 5.23% 5
2022
Q4 		$4.5M Buy
90,420
+2,981
+3% +$148K 5.23% 6
2022
Q3 		$4.31M Buy
87,439
+8
+0% +$404 5.51% 5
2022
Q2 		$4.42M Sell
87,431
-5,238
-6% -$267K 5.56% 5
2022
Q1 		$4.79M Buy
92,669
+22,430
+32% +$1.18M 4.19% 6
2021
Q4 		$3.78M Buy
70,239
+7,164
+11% +$388K 3.19% 7
2021
Q3 		$3.45M Buy
63,075
+1,068
+2% +$58.5K 3% 7
2021
Q2 		$3.4M Buy
62,007
+24,719
+66% +$1.35M 2.97% 7
2021
Q1 		$2.04M Buy
37,288
+338
+0.9% +$18.6K 1.9% 15
2020
Q4 		$2.04M Buy
+36,950
New +$2.03M 1.96% 14

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

4J Wealth Management's IGSB Position: Q3 2026 in Review

4J Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 67% in Q3 2026, buying an estimated $172K and bringing the position to 8,269 shares worth $424K. The position accounts for 0.2% of the portfolio, ranked #73.

4J Wealth Management first reported a position in IGSB in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.89M in Q2 2023. 651 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • 4J Wealth Management held 8,269 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $424K as of Q3 2026.
  • 4J Wealth Management bought 3,320 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $172K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of 4J Wealth Management's portfolio in Q3 2026, its #73 holding.
  • 4J Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 4J Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.89M in Q2 2023.
  • 651 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.