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

BCS Private 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 		$8.06M Buy
153,852
+7,931
+5% +$416K 2.43% 8
2026
Q1 		$7.67M Sell
145,921
-785
-0.5% -$41.5K 2.33% 8
2025
Q4 		$7.76M Sell
146,706
-20,875
-12% -$1.11M 2.65% 5
2025
Q3 		$8.89M Sell
167,581
-5,114
-3% -$270K 3.18% 5
2025
Q2 		$9.11M Buy
+172,695
New +$9.02M 3.43% 5

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

BCS Private Wealth Management's IGSB Position: Q2 2026 in Review

BCS Private Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.4% in Q2 2026, buying an estimated $416K and bringing the position to 153,852 shares worth $8.06M. The position accounts for 2.43% of the portfolio, ranked #8.

BCS Private Wealth Management first reported a position in IGSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.11M in Q2 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • BCS Private Wealth Management held 153,852 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.06M as of Q2 2026.
  • BCS Private Wealth Management bought 7,931 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $416K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.43% of BCS Private Wealth Management's portfolio in Q2 2026, its #8 holding.
  • BCS Private Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.11M in Q2 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 BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.