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

Aventura Private Wealth’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 		$34K Hold
649
– – 0.01% 392
2026
Q1 		$34.1K Hold
649
– – 0.01% 374
2025
Q4 		$34.3K Hold
649
– – 0.01% 346
2025
Q3 		$34.4K Hold
649
– – 0.01% 336
2025
Q2 		$34.2K Hold
649
– – 0.01% 316
2025
Q1 		$34K Hold
649
– – 0.02% 303
2024
Q4 		$33.6K Buy
+649
New +$33.7K 0.02% 292

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

Aventura Private Wealth's IGSB Position: Q2 2026 in Review

Aventura Private Wealth held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 649 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #392.

Aventura Private Wealth first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.4K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Aventura Private Wealth held 649 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $34K as of Q2 2026.
  • Aventura Private Wealth left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #392 holding.
  • Aventura Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $34.4K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.