AWM
IGSB icon

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

Axxcess 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 		$7.11M Buy
135,742
+4,082
+3% +$214K 0.11% 181
2026
Q1 		$6.92M Sell
131,660
-10,438
-7% -$552K 0.22% 94
2025
Q4 		$7.51M Buy
142,098
+18,237
+15% +$966K 0.13% 157
2025
Q3 		$6.57M Buy
123,861
+28,354
+30% +$1.5M 0.14% 129
2025
Q2 		$5.04M Buy
95,507
+56,873
+147% +$2.97M 0.12% 149
2025
Q1 		$2.02M Buy
38,634
+12,253
+46% +$637K 0.05% 264
2024
Q4 		$1.36M Buy
26,381
+377
+1% +$19.6K 0.03% 346
2024
Q3 		$1.37M Sell
26,004
-130
-0.5% -$6.76K 0.03% 329
2024
Q2 		$1.34M Buy
26,134
+7,320
+39% +$373K 0.04% 327
2024
Q1 		$965K Buy
+18,814
New +$963K 0.03% 380
2023
Q4 		– Sell
-26,234
Closed -$1.31M – 885
2023
Q3 		$1.31M Buy
26,234
+3,341
+15% +$167K 0.04% 268
2023
Q2 		$1.15M Buy
22,893
+14,826
+184% +$747K 0.08% 204
2023
Q1 		$408K Buy
+8,067
New +$405K 0.03% 413
2022
Q4 		– Sell
-4,580
Closed -$226K – 638
2022
Q3 		$226K Sell
4,580
-1,084
-19% -$54.7K 0.02% 474
2022
Q2 		$286K Sell
5,664
-24,963
-82% -$1.27M 0.03% 408
2022
Q1 		$1.58M Buy
30,627
+13,895
+83% +$732K 0.12% 141
2021
Q4 		$901K Buy
+16,732
New +$906K 0.07% 232

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

Axxcess Wealth Management's IGSB Position: Q2 2026 in Review

Axxcess Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.1% in Q2 2026, buying an estimated $214K and bringing the position to 135,742 shares worth $7.11M. The position accounts for 0.11% of the portfolio, ranked #181.

Axxcess Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.51M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Axxcess Wealth Management held 135,742 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.11M as of Q2 2026.
  • Axxcess Wealth Management bought 4,082 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Axxcess Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Axxcess Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.51M in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.