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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
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
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

AmeriServ Wealth Advisors's IGSB Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.1% in Q1 2026, selling an estimated $501K and leaving 94,402 shares worth $4.96M. The position accounts for 3.17% of the portfolio, ranked #5.

AmeriServ Wealth Advisors first reported a position in IGSB in Q2 2023 and has held it in 8 quarters since. The position peaked at $8.89M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • AmeriServ Wealth Advisors held 94,402 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.96M as of Q1 2026.
  • AmeriServ Wealth Advisors sold 9,482 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $501K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.17% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #5 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 8 quarters since.
  • AmeriServ Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.89M in Q2 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.