Accurate Wealth Management
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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
Q3 		– Sell
-4,552
Closed -$237K – 617
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% -$8.6K 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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Accurate Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026, closing a stake of 4,552 shares — an estimated $237K sold.

Accurate Wealth Management first reported a position in IGSB in Q3 2022 and held it in 14 quarters. The position peaked at $364K in Q1 2023. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Accurate Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 4,552 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $237K.
  • Accurate Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and held it in 14 quarters.
  • Accurate Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $364K in Q1 2023.
  • 736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.