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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
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 $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

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

Aprio Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.7% in Q1 2026, selling an estimated $156K and leaving 30,867 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #145.

Aprio Wealth Management first reported a position in IGSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $29.5M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Aprio Wealth Management held 30,867 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.62M as of Q1 2026.
  • Aprio Wealth Management sold 2,943 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $156K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Aprio Wealth Management's portfolio in Q1 2026, its #145 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 13 quarters since.
  • Aprio Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $29.5M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.