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

AE 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
Q1 		$23.8M Buy
453,296
+167,860
+59% +$8.87M 0.13% 173
2025
Q4 		$15.1M Buy
285,436
+8,047
+3% +$426K 0.09% 231
2025
Q3 		$14.7M Sell
277,389
-53,633
-16% -$2.83M 0.09% 221
2025
Q2 		$17.5M Sell
331,022
-81,387
-20% -$4.25M 0.13% 177
2025
Q1 		$21.6M Buy
412,409
+168,323
+69% +$8.75M 0.18% 131
2024
Q4 		$12.6M Sell
244,086
-22,381
-8% -$1.16M 0.11% 206
2024
Q3 		$14M Sell
266,467
-10,993
-4% -$572K 0.13% 175
2024
Q2 		$14.2M Sell
277,460
-70,804
-20% -$3.61M 0.14% 176
2024
Q1 		$17.9M Sell
348,264
-277,312
-44% -$14.2M 0.2% 137
2023
Q4 		$32.1M Buy
625,576
+61,711
+11% +$3.1M 0.16% 131
2023
Q3 		$28.1M Buy
563,865
+148,554
+36% +$7.43M 0.17% 133
2023
Q2 		$20.8M Buy
415,311
+10,505
+3% +$529K 0.13% 184
2023
Q1 		$20.5M Buy
404,806
+258,564
+177% +$13M 0.13% 179
2022
Q4 		$7.29M Sell
146,242
-92,038
-39% -$4.56M 0.05% 387
2022
Q3 		$11.7M Buy
238,280
+35,752
+18% +$1.8M 0.09% 232
2022
Q2 		$10.2M Sell
202,528
-93,235
-32% -$4.75M 0.08% 270
2022
Q1 		$15.3M Sell
295,763
-43,226
-13% -$2.28M 0.11% 196
2021
Q4 		$18.3M Sell
338,989
-21,184
-6% -$1.15M 0.13% 170
2021
Q3 		$19.7M Sell
360,173
-45,296
-11% -$2.48M 0.16% 136
2021
Q2 		$22.2M Sell
405,469
-282,648
-41% -$15.5M 0.19% 117
2021
Q1 		$37.6M Sell
688,117
-35,785
-5% -$1.97M 0.38% 55
2020
Q4 		$39.9M Buy
723,902
+155,115
+27% +$8.53M 0.45% 45
2020
Q3 		$31.2M Sell
568,787
-24,893
-4% -$1.37M 0.45% 43
2020
Q2 		$32.5M Buy
593,680
+385,563
+185% +$20.8M 0.5% 36
2020
Q1 		$10.9M Sell
208,117
-68,820
-25% -$3.66M 0.25% 82
2019
Q4 		$14.9M Buy
276,937
+35,967
+15% +$1.93M 0.32% 67
2019
Q3 		$12.9M Buy
240,970
+83,763
+53% +$4.48M 0.37% 55
2019
Q2 		$8.4M Buy
+157,207
New +$8.31M 0.25% 79

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's IGSB Position: Q1 2026 in Review

AE Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 59% in Q1 2026, buying an estimated $8.87M and bringing the position to 453,296 shares worth $23.8M. The position accounts for 0.13% of the portfolio, ranked #173.

AE Wealth Management first reported a position in IGSB in Q2 2019 and has held it in 28 quarters since. The position peaked at $39.9M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • AE Wealth Management held 453,296 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $23.8M as of Q1 2026.
  • AE Wealth Management bought 167,860 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.87M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of AE Wealth Management's portfolio in Q1 2026, its #173 holding.
  • AE Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $39.9M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.