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

Aprio 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 		$1.52M Sell
28,955
-1,912
-6% -$100K 0.08% 168
2026
Q1 		$1.62M Sell
30,867
-2,943
-9% -$156K 0.09% 145
2025
Q4 		$1.81M Sell
33,810
-3,014
-8% -$160K 0.1% 134
2025
Q3 		$1.95M Sell
36,824
-1,642
-4% -$86.7K 0.19% 79
2025
Q2 		$2.03M Sell
38,466
-556
-1% -$29K 0.23% 66
2025
Q1 		$2.04M Buy
39,022
+1,255
+3% +$65.2K 0.26% 63
2024
Q4 		$1.95M Sell
37,767
-533
-1% -$27.7K 0.28% 58
2024
Q3 		$2.02M Buy
38,300
+13,561
+55% +$706K 0.32% 49
2024
Q2 		$1.27M Sell
24,739
-832
-3% -$42.4K 0.23% 59
2024
Q1 		$1.31M Sell
25,571
-138,523
-84% -$7.09M 0.26% 48
2023
Q4 		$8.41M Buy
164,094
+3,433
+2% +$172K 1.88% 13
2023
Q3 		$8.01M Sell
160,661
-428,111
-73% -$21.4M 2.2% 11
2023
Q2 		$29.5M Buy
588,772
+55,585
+10% +$2.8M 8.1% 3
2023
Q1 		$26.9M Buy
+533,187
New +$26.8M 8.3% 4

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 22.96% 1-Year Est. Return

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

Aprio Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.2% in Q2 2026, selling an estimated $100K and leaving 28,955 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #168.

Aprio Wealth Management first reported a position in IGSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $29.5M in Q2 2023. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Aprio Wealth Management held 28,955 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.52M as of Q2 2026.
  • Aprio Wealth Management sold 1,912 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Aprio Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Aprio Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Aprio Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $29.5M in Q2 2023.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.