AWE
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Avidian Wealth Enterprises’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Avidian Wealth Enterprises’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 		$3.28M Buy
62,501
+7,312
+13% +$383K 0.09% 148
2026
Q1 		$2.9M Buy
55,189
+16,493
+43% +$872K 0.09% 142
2025
Q4 		$2.05M Sell
38,696
-801
-2% -$42.4K 0.07% 139
2025
Q3 		$2.09M Sell
39,497
-2,368
-6% -$125K 0.08% 136
2025
Q2 		$2.21M Sell
41,865
-1,270
-3% -$66.3K 0.09% 118
2025
Q1 		$2.26M Sell
43,135
-1,947
-4% -$101K 0.1% 111
2024
Q4 		$2.33M Sell
45,082
-1,331
-3% -$69.2K 0.1% 109
2024
Q3 		$2.44M Sell
46,413
-4,847
-9% -$252K 0.11% 99
2024
Q2 		$2.63M Sell
51,260
-3,872
-7% -$198K 0.11% 101
2024
Q1 		$2.83M Buy
55,132
+481
+0.9% +$24.6K 0.14% 85
2023
Q4 		$2.8M Sell
54,651
-45,155
-45% -$2.27M 0.17% 85
2023
Q3 		$4.97M Buy
99,806
+852
+0.9% +$42.6K 0.35% 62
2023
Q2 		$4.96M Sell
98,954
-59,116
-37% -$2.98M 0.33% 68
2023
Q1 		$7.99M Buy
+158,070
New +$7.94M 0.44% 55
2022
Q1 		– Sell
-6,950
Closed -$374K – 538
2021
Q4 		$374K Sell
6,950
-15,124
-69% -$819K 0.02% 357
2021
Q3 		$1.21M Sell
22,074
-18,727
-46% -$1.03M 0.09% 119
2021
Q2 		$2.24M Buy
40,801
+986
+2% +$54K 0.17% 90
2021
Q1 		$2.18M Buy
39,815
+7,700
+24% +$423K 0.19% 83
2020
Q4 		$1.77M Buy
32,115
+1,317
+4% +$72.4K 0.17% 84
2020
Q3 		$1.69M Buy
30,798
+2,947
+11% +$162K 0.19% 77
2020
Q2 		$1.52M Buy
+27,851
New +$1.5M 0.21% 73

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

Avidian Wealth Enterprises's IGSB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q2 2026, buying an estimated $383K and bringing the position to 62,501 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #148.

Avidian Wealth Enterprises first reported a position in IGSB in Q2 2020 and has held it in 21 quarters since. The position peaked at $7.99M in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Avidian Wealth Enterprises held 62,501 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.28M as of Q2 2026.
  • Avidian Wealth Enterprises bought 7,312 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $383K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #148 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.99M in Q1 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 Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.