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

Apollon 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 		$3.97M Buy
75,708
+881
+1% +$46.2K 0.05% 318
2026
Q1 		$3.93M Buy
74,827
+41,084
+122% +$2.17M 0.06% 254
2025
Q4 		$1.78M Sell
33,743
-1,214
-3% -$64.3K 0.03% 394
2025
Q3 		$1.85M Sell
34,957
-18,979
-35% -$1M 0.03% 396
2025
Q2 		$2.85M Buy
53,936
+520
+1% +$27.2K 0.06% 284
2025
Q1 		$2.8M Sell
53,416
-79,420
-60% -$4.13M 0.06% 266
2024
Q4 		$6.87M Buy
132,836
+15,853
+14% +$824K 0.16% 116
2024
Q3 		$6.16M Buy
116,983
+27,064
+30% +$1.41M 0.17% 102
2024
Q2 		$4.61M Buy
89,919
+65,834
+273% +$3.36M 0.14% 131
2024
Q1 		$1.24M Buy
24,085
+2,182
+10% +$112K 0.04% 410
2023
Q4 		$1.12M Buy
21,903
+13,012
+146% +$653K 0.04% 413
2023
Q3 		$443K Buy
8,891
+196
+2% +$9.81K 0.02% 578
2023
Q2 		$436K Buy
8,695
+806
+10% +$40.6K 0.02% 637
2023
Q1 		$399K Sell
7,889
-2,557
-24% -$128K 0.02% 597
2022
Q4 		$520K Buy
10,446
+738
+8% +$36.5K 0.04% 499
2022
Q3 		$478K Buy
9,708
+4,880
+101% +$246K 0.04% 458
2022
Q2 		$244K Sell
4,828
-1,318
-21% -$67.1K 0.02% 625
2022
Q1 		$318K Sell
6,146
-1,325
-18% -$69.8K 0.02% 578
2021
Q4 		$403K Buy
+7,471
New +$404K 0.03% 511
2020
Q3 		– Sell
-132
Closed -$7K – 394
2020
Q2 		$7K Buy
+132
New +$7.11K ﹤0.01% 528

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 22.9% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q2 2026, buying an estimated $46.2K and bringing the position to 75,708 shares worth $3.97M. The position accounts for 0.05% of the portfolio, ranked #318.

Apollon Wealth Management first reported a position in IGSB in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.87M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Apollon Wealth Management held 75,708 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.97M as of Q2 2026.
  • Apollon Wealth Management bought 881 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.2K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Apollon Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Apollon Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.87M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.