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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
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

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameliora Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.59% in Q2 2026, selling an estimated $137K and leaving 437,075 shares worth $22.9M. The position accounts for 6.8% of the portfolio, ranked #3.

Ameliora Wealth Management first reported a position in IGSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $23.1M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Ameliora Wealth Management held 437,075 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $22.9M as of Q2 2026.
  • Ameliora Wealth Management sold 2,613 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.8% of Ameliora Wealth Management's portfolio in Q2 2026, its #3 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 18 quarters since.
  • Ameliora Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.1M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.