BWP
IGSB icon

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

Bernardo Wealth Planning’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 		$14.6M Buy
279,481
+14,135
+5% +$741K 2.5% 13
2026
Q1 		$13.9M Buy
265,346
+7,612
+3% +$402K 2.73% 14
2025
Q4 		$13.6M Buy
257,734
+8,977
+4% +$475K 2.6% 14
2025
Q3 		$13.2M Buy
248,757
+20,662
+9% +$1.09M 2.59% 14
2025
Q2 		$12M Buy
228,095
+4,700
+2% +$246K 2.61% 12
2025
Q1 		$11.7M Buy
223,395
+4,772
+2% +$248K 2.8% 12
2024
Q4 		$11.3M Buy
218,623
+40,333
+23% +$2.1M 2.7% 12
2024
Q3 		$9.32M Buy
178,290
+16,086
+10% +$837K 2.26% 14
2024
Q2 		$8.31M Buy
162,204
+28,273
+21% +$1.44M 2.24% 14
2024
Q1 		$6.87M Buy
133,931
+14,813
+12% +$758K 1.91% 13
2023
Q4 		$6.11M Buy
119,118
+21,090
+22% +$1.06M 1.93% 14
2023
Q3 		$4.88M Buy
98,028
+4,183
+4% +$209K 1.93% 14
2023
Q2 		$4.71M Buy
93,845
+14,023
+18% +$706K 1.88% 14
2023
Q1 		$4.03M Buy
79,822
+2,289
+3% +$115K 1.73% 14
2022
Q4 		$3.86M Buy
77,533
+50,828
+190% +$2.52M 1.81% 15
2022
Q3 		$1.3M Sell
26,705
-2,305
-8% -$116K 0.74% 25
2022
Q2 		$1.47M Sell
29,010
-2,206
-7% -$112K 0.84% 24
2022
Q1 		$1.61M Sell
31,216
-82,776
-73% -$4.36M 0.8% 24
2021
Q4 		$6.14M Sell
113,992
-26,472
-19% -$1.43M 3% 12
2021
Q3 		$7.67M Buy
140,464
+2,245
+2% +$123K 4.46% 6
2021
Q2 		$7.58M Buy
138,219
+48,397
+54% +$2.65M 4.55% 7
2021
Q1 		$4.91M Buy
89,822
+1,663
+2% +$91.3K 3.12% 9
2020
Q4 		$4.86M Buy
88,159
+26,908
+44% +$1.48M 1.88% 12
2020
Q3 		$3.36M Buy
61,251
+17,063
+39% +$937K 1.51% 14
2020
Q2 		$2.42M Buy
+44,188
New +$2.38M 1.3% 16

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

Bernardo Wealth Planning's IGSB Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.3% in Q2 2026, buying an estimated $741K and bringing the position to 279,481 shares worth $14.6M. The position accounts for 2.5% of the portfolio, ranked #13.

Bernardo Wealth Planning first reported a position in IGSB in Q2 2020 and has held it in 25 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Bernardo Wealth Planning held 279,481 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.6M as of Q2 2026.
  • Bernardo Wealth Planning bought 14,135 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $741K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.5% of Bernardo Wealth Planning's portfolio in Q2 2026, its #13 holding.
  • Bernardo Wealth Planning first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.