Aprio Wealth Management
IGSB icon

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
Q3 		$1.35M Sell
26,313
-2,642
-9% -$137K 0.06% 195
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

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

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

Aprio Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.1% in Q3 2026, selling an estimated $137K and leaving 26,313 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #195.

Aprio Wealth Management first reported a position in IGSB in Q1 2023 and has held it in 15 quarters since. The position peaked at $29.5M in Q2 2023. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Aprio Wealth Management held 26,313 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.35M as of Q3 2026.
  • Aprio Wealth Management sold 2,642 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $137K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #195 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 15 quarters since.
  • Aprio Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $29.5M in Q2 2023.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.