Ameliora Wealth Management
IGSB icon

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

Ameliora 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 		$21.3M Sell
415,518
-21,557
-5% -$1.12M 6.08% 4
2026
Q2 		$22.9M Sell
437,075
-2,613
-0.6% -$137K 6.8% 3
2026
Q1 		$23.1M Buy
439,688
+229,504
+109% +$12.1M 7.37% 2
2025
Q4 		$11.1M Buy
210,184
+89,710
+74% +$4.75M 3.39% 7
2025
Q3 		$6.39M Buy
120,474
+1,155
+1% +$61K 2.13% 13
2025
Q2 		$6.3M Buy
119,319
+111,319
+1,391% +$5.82M 2.25% 10
2025
Q1 		$419K Sell
8,000
-488
-6% -$25.4K 0.16% 65
2024
Q4 		$439K Hold
8,488
– – 0.16% 67
2024
Q3 		$447K Sell
8,488
-59,768
-88% -$3.11M 0.19% 56
2024
Q2 		$3.5M Buy
68,256
+12,979
+23% +$662K 1.59% 24
2024
Q1 		$2.83M Sell
55,277
-12,085
-18% -$618K 1.28% 27
2023
Q4 		$3.45M Buy
67,362
+5,061
+8% +$254K 1.71% 19
2023
Q3 		$3.1M Buy
62,301
+26,003
+72% +$1.3M 1.84% 18
2023
Q2 		$1.82M Sell
36,298
-3,900
-10% -$196K 1.13% 33
2023
Q1 		$2.03M Sell
40,198
-28,011
-41% -$1.41M 1.19% 30
2022
Q4 		$3.39M Buy
68,209
+6,076
+10% +$301K 1.82% 18
2022
Q3 		$3.05M Hold
62,133
– – 1.65% 20
2022
Q2 		$3.14M Buy
62,133
+12,000
+24% +$611K 3.72% 7
2022
Q1 		$2.39M Buy
+50,133
New +$2.64M 1.57% 14

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Ameliora Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.9% in Q3 2026, selling an estimated $1.12M and leaving 415,518 shares worth $21.3M. The position accounts for 6.08% of the portfolio, ranked #4.

Ameliora Wealth Management first reported a position in IGSB in Q1 2022 and has held it in 19 quarters since. The position peaked at $23.1M in Q1 2026. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Ameliora Wealth Management held 415,518 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $21.3M as of Q3 2026.
  • Ameliora Wealth Management sold 21,557 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.12M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.08% of Ameliora Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Ameliora Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Ameliora Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.1M in Q1 2026.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.