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

AmeriServ Wealth Advisors’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	$3.2M	Sell	60,999 -33,403	-35%	-$1.75M	2.13%	7
2026 Q1	$4.96M	Sell	94,402 -9,482	-9%	-$501K	3.17%	5
2025 Q4	$5.49M	Sell	103,884 -41,260	-28%	-$2.18M	3.19%	5
2025 Q3	$7.7M	Sell	145,144 -23,347	-14%	-$1.23M	3.89%	6
2025 Q2	$8.89M	Buy	168,491 +79,265	+89%	+$4.14M	4.39%	6
2025 Q1	$4.67M	Sell	89,226 -1,334	-1%	-$69.4K	2.7%	6
2024 Q4	$4.68M	Buy	+90,560	New	+$4.71M	2.53%	8
2023 Q3	$1.03M	Buy	20,749 +10,719	+107%	+$536K	1.91%	10
2023 Q2	$503K	Buy	+10,030	New	+$505K	0.95%	20

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AmeriServ Wealth Advisors's IGSB Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 35% in Q2 2026, selling an estimated $1.75M and leaving 60,999 shares worth $3.2M. The position accounts for 2.13% of the portfolio, ranked #7.

AmeriServ Wealth Advisors first reported a position in IGSB in Q2 2023 and has held it in 9 quarters since. The position peaked at $8.89M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

AmeriServ Wealth Advisors held 60,999 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.2M as of Q2 2026.
AmeriServ Wealth Advisors sold 33,403 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.75M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.13% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #7 holding.
AmeriServ Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
AmeriServ Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.89M in Q2 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.