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B. Riley Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-9,695
Closed -$513K – 1009
2025
Q4 		$513K Buy
+9,695
New +$513K 0.02% 508
2024
Q4 		$511K Sell
9,879
-653
-6% -$33.9K 0.02% 688
2024
Q3 		$554K Sell
10,532
-1,105
-9% -$57.5K 0.02% 707
2024
Q2 		$596K Sell
11,637
-6,207
-35% -$317K 0.02% 736
2024
Q1 		$889K Buy
17,844
+3,917
+28% +$200K 0.02% 562
2023
Q4 		$714K Sell
13,927
-3,917
-22% -$197K 0.02% 652
2023
Q3 		$889K Sell
17,844
-1,654
-8% -$82.8K 0.02% 562
2023
Q2 		$978K Sell
19,498
-303
-2% -$15.3K 0.02% 578
2023
Q1 		$1M Sell
19,801
-3,518
-15% -$177K 0.03% 535
2022
Q4 		$1.16M Sell
23,319
-1,286
-5% -$63.7K 0.03% 486
2022
Q3 		$1.21M Sell
24,605
-4,195
-15% -$212K 0.04% 444
2022
Q2 		$1.46M Sell
28,800
-223,013
-89% -$11.4M 0.06% 312
2022
Q1 		$13M Sell
251,813
-60,386
-19% -$3.18M 0.43% 45
2021
Q4 		$16.8M Sell
312,199
-52,869
-14% -$2.86M 0.48% 31
2021
Q3 		$19.9M Sell
365,068
-58,319
-14% -$3.19M 0.63% 20
2021
Q2 		$23.2M Sell
423,387
-144,969
-26% -$7.94M 0.75% 15
2021
Q1 		$31.1M Sell
568,356
-38,258
-6% -$2.1M 1.1% 6
2020
Q4 		$33.5M Buy
606,614
+37,709
+7% +$2.07M 1.79% 5
2020
Q3 		$31.2M Buy
568,905
+18,160
+3% +$997K 1.67% 5
2020
Q2 		$30.1M Buy
550,745
+62,408
+13% +$3.36M 2.01% 5
2020
Q1 		$25.6M Buy
488,337
+354,414
+265% +$18.9M 2.18% 3
2019
Q4 		$7.18M Buy
133,923
+13,747
+11% +$737K 0.61% 30
2019
Q3 		$6.45M Buy
120,176
+113,139
+1,608% +$6.05M 0.64% 26
2019
Q2 		$377K Sell
7,037
-137
-2% -$7.24K 0.04% 479
2019
Q1 		$379K Buy
7,174
+760
+12% +$39.7K 0.05% 417
2018
Q4 		$332K Buy
+6,414
New +$331K 0.05% 405
2018
Q2 		– Sell
-3,968
Closed -$206K – 697
2018
Q1 		$206K Buy
3,968
+12
+0.3% +$624 0.03% 578
2017
Q4 		$207K Buy
+3,956
New +$208K 0.03% 572
2017
Q3 		– Sell
-4,010
Closed -$212K – 567
2017
Q2 		$212K Sell
4,010
-252
-6% -$13.3K 0.04% 462
2017
Q1 		$225K Buy
4,262
+54
+1% +$2.84K 0.04% 432
2016
Q4 		$221K Sell
4,208
-150
-3% -$7.89K 0.04% 429
2016
Q3 		$231K Buy
+4,358
New +$231K 0.05% 496
2015
Q1 		– Sell
-1,402
Closed -$74 – 1238
2014
Q4 		$74 Buy
+1,402
New +$73.8K ﹤0.01% 1881
2014
Q3 		– Sell
-11,164
Closed -$295K – 1239
2014
Q2 		$295K Buy
11,164
+5,582
+100% +$295K 0.07% 321
2014
Q1 		$294K Sell
5,582
-70
-1% -$3.69K 0.09% 268
2013
Q4 		$298K Hold
5,652
– – 0.1% 241
2013
Q3 		$298K Sell
5,652
-6,116
-52% -$321K 0.1% 222
2013
Q2 		$618K Buy
+11,768
New +$620K 0.21% 116

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

B. Riley Wealth Advisors's IGSB Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 9,695 shares — an estimated $513K sold.

B. Riley Wealth Advisors first reported a position in IGSB in Q2 2013 and held it in 38 quarters. The position peaked at $33.5M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,695 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $513K.
  • B. Riley Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and held it in 38 quarters.
  • B. Riley Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $33.5M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.