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

Accurate 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 		$237K Sell
4,552
-321
-7% -$16.8K 0.02% 511
2026
Q1 		$256K Buy
4,873
+289
+6% +$15.3K 0.03% 456
2025
Q4 		$243K Sell
4,584
-90
-2% -$4.76K 0.03% 450
2025
Q3 		$248K Buy
4,674
+661
+16% +$34.9K 0.03% 434
2025
Q2 		$211K Sell
4,013
-507
-11% -$26.5K 0.03% 423
2025
Q1 		$234K Sell
4,520
-77
-2% -$4K 0.04% 341
2024
Q4 		$237K Sell
4,597
-40
-0.9% -$2.08K 0.05% 334
2024
Q3 		$242K Sell
4,637
-35
-0.7% -$1.82K 0.05% 327
2024
Q2 		$241K Buy
+4,672
New +$238K 0.06% 282
2023
Q4 		– Sell
-5,230
Closed -$259K – 282
2023
Q3 		$259K Sell
5,230
-172
-3% -$8.61K 0.08% 213
2023
Q2 		$271K Sell
5,402
-1,804
-25% -$90.9K 0.08% 212
2023
Q1 		$364K Buy
7,206
+346
+5% +$17.4K 0.13% 169
2022
Q4 		$344K Buy
6,860
+3,855
+128% +$191K 0.13% 145
2022
Q3 		$230K Buy
+3,005
New +$152K 0.1% 165

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
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
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Accurate Wealth Management's IGSB Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.6% in Q2 2026, selling an estimated $16.8K and leaving 4,552 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #511.

Accurate Wealth Management first reported a position in IGSB in Q3 2022 and has held it in 14 quarters since. The position peaked at $364K in Q1 2023. 406 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Accurate Wealth Management held 4,552 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $237K as of Q2 2026.
  • Accurate Wealth Management sold 321 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Accurate Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Accurate Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $364K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.