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

Apex 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 		$1.22M Buy
23,788
+272
+1% +$14.1K 0.72% 33
2026
Q2 		$1.23M Buy
23,516
+269
+1% +$14.1K 0.75% 35
2026
Q1 		$1.22M Buy
+23,247
New +$1.23M 0.84% 31
2025
Q4 		– Sell
-22,728
Closed -$1.21M – 53
2025
Q3 		$1.21M Buy
22,728
+254
+1% +$13.4K 0.86% 32
2025
Q2 		$1.19M Buy
22,474
+248
+1% +$13K 0.95% 32
2025
Q1 		$1.16M Buy
22,226
+159
+0.7% +$8.27K 1.05% 26
2024
Q4 		$1.14M Buy
+22,067
New +$1.15M 0.98% 29

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

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

Apex Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q3 2026, buying an estimated $14.1K and bringing the position to 23,788 shares worth $1.22M. The position accounts for 0.72% of the portfolio, ranked #33.

Apex Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2026. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Apex Wealth Management held 23,788 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.22M as of Q3 2026.
  • Apex Wealth Management bought 272 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $14.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.72% of Apex Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Apex Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Apex Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.23M in Q2 2026.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.