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

Beaird Harris 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 		$485K Buy
9,248
+8
+0.1% +$419 0.03% 98
2026
Q1 		$486K Buy
9,240
+5
+0.1% +$264 0.03% 96
2025
Q4 		$488K Buy
9,235
+1,024
+12% +$54.2K 0.03% 96
2025
Q3 		$435K Buy
8,211
+16
+0.2% +$845 0.03% 101
2025
Q2 		$432K Buy
8,195
+8
+0.1% +$418 0.03% 95
2025
Q1 		$429K Buy
8,187
+5
+0.1% +$260 0.04% 89
2024
Q4 		$423K Buy
8,182
+10
+0.1% +$520 0.04% 93
2024
Q3 		$430K Buy
8,172
+8
+0.1% +$416 0.04% 96
2024
Q2 		$418K Buy
8,164
+7
+0.1% +$357 0.04% 88
2024
Q1 		$418K Buy
8,157
+4
+0% +$205 0.04% 80
2023
Q4 		$418K Buy
8,153
+9
+0.1% +$452 0.04% 72
2023
Q3 		$406K Sell
8,144
-13
-0.2% -$650 0.05% 66
2023
Q2 		$409K Sell
8,157
-2,144
-21% -$108K 0.05% 64
2023
Q1 		$521K Sell
10,301
-33
-0.3% -$1.66K 0.09% 54
2022
Q4 		$515K Buy
10,334
+5
+0% +$248 0.1% 52
2022
Q3 		$509K Sell
10,329
-1,340
-11% -$67.6K 0.11% 52
2022
Q2 		$590K Buy
11,669
+173
+2% +$8.81K 0.16% 45
2022
Q1 		$595K Buy
11,496
+1
+0% +$53 0.22% 45
2021
Q4 		$619K Buy
+11,495
New +$622K 0.23% 57

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

Beaird Harris Wealth Management's IGSB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.09% in Q2 2026, buying an estimated $419 and bringing the position to 9,248 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #98.

Beaird Harris Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $619K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Beaird Harris Wealth Management held 9,248 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $485K as of Q2 2026.
  • Beaird Harris Wealth Management bought 8 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $419.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Beaird Harris Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $619K in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.