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

Balance 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 Q3	$147K	Buy	+2,862	New	+$149K	0.04%	196

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Balance Wealth's IGSB Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 2,862 shares worth $147K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings.

687 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Balance Wealth held 2,862 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $147K as of Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Balance Wealth position in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #196 holding.
687 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.