Abound Wealth Management
IGSB icon

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

Abound 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 		$77.1K Buy
1,506
+401
+36% +$20.8K 0.01% 209
2026
Q2 		$57.9K Buy
1,105
+13
+1% +$681 0.01% 217
2026
Q1 		$57.4K Buy
1,092
+8
+0.7% +$423 0.01% 221
2025
Q4 		$57.3K Buy
1,084
+16
+1% +$847 0.01% 210
2025
Q3 		$56.6K Buy
1,068
+12
+1% +$633 0.01% 198
2025
Q2 		$55.7K Buy
+1,056
New +$55.2K 0.02% 192

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

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

Abound Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 36% in Q3 2026, buying an estimated $20.8K and bringing the position to 1,506 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Abound Wealth Management first reported a position in IGSB in Q2 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Abound Wealth Management held 1,506 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $77.1K as of Q3 2026.
  • Abound Wealth Management bought 401 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $20.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Abound Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.