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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
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

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

Apex Wealth Management's IGSB Position: Q1 2026 in Review

Apex Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 23,247 shares worth $1.22M. The stake represents 0.84% of the portfolio and ranks #31 among its holdings. This is a return to the name: Apex Wealth Management previously reported a position in IGSB as recently as Q3 2025.

Apex Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Apex Wealth Management held 23,247 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.22M as of Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Apex Wealth Management position in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.84% of Apex Wealth Management's portfolio in Q1 2026, its #31 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 5 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.