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

Atlantic Edge Private 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 		$244K Sell
4,665
-200
-4% -$10.5K 0.05% 127
2026
Q1 		$256K Sell
4,865
-1,200
-20% -$63.4K 0.06% 122
2025
Q4 		$321K Sell
6,065
-35
-0.6% -$1.85K 0.08% 111
2025
Q3 		$323K Hold
6,100
– – 0.08% 108
2025
Q2 		$322K Hold
6,100
– – 0.09% 110
2025
Q1 		$319K Sell
6,100
-768
-11% -$39.9K 0.1% 105
2024
Q4 		$355K Sell
6,868
-210
-3% -$10.9K 0.11% 101
2024
Q3 		$373K Sell
7,078
-1,105
-14% -$57.5K 0.11% 101
2024
Q2 		$419K Sell
8,183
-1,985
-20% -$101K 0.14% 94
2024
Q1 		$521K Sell
10,168
-13,722
-57% -$702K 0.18% 90
2023
Q4 		$1.22M Buy
+23,890
New +$1.2M 0.5% 51

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

Atlantic Edge Private Wealth Management's IGSB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.1% in Q2 2026, selling an estimated $10.5K and leaving 4,665 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #127.

Atlantic Edge Private Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 4,665 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $244K as of Q2 2026.
  • Atlantic Edge Private Wealth Management sold 200 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.22M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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