4WM
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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

4J Wealth Management's IGSB Position: Q2 2026 in Review

4J Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1% in Q2 2026, selling an estimated $2.62K and leaving 4,949 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #93.

4J Wealth Management first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.89M in Q2 2023. 441 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • 4J Wealth Management held 4,949 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $259K as of Q2 2026.
  • 4J Wealth Management sold 50 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.62K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of 4J Wealth Management's portfolio in Q2 2026, its #93 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 23 quarters since.
  • 4J Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.89M in Q2 2023.
  • 441 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.