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

BlueChip 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
-5,170
Closed -$273K – 157
2025
Q4 		$273K Hold
5,170
– – 0.11% 133
2025
Q3 		$274K Sell
5,170
-4,312
-45% -$228K 0.12% 125
2025
Q2 		$500K Hold
9,482
– – 0.22% 83
2025
Q1 		$497K Buy
9,482
+4,312
+83% +$224K 0.24% 82
2024
Q4 		$267K Sell
5,170
-6,291
-55% -$327K 0.15% 111
2024
Q3 		$604K Buy
11,461
+178
+2% +$9.26K 0.32% 63
2024
Q2 		$578K Sell
11,283
-359
-3% -$18.3K 0.34% 63
2024
Q1 		$597K Sell
11,642
-1,098
-9% -$56.2K 0.38% 54
2023
Q4 		$653K Buy
+12,740
New +$640K 0.46% 53

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlueChip Wealth Advisors's IGSB Position: Q1 2026 in Review

BlueChip Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 5,170 shares — an estimated $273K sold.

BlueChip Wealth Advisors first reported a position in IGSB in Q4 2023 and held it in 9 quarters. The position peaked at $653K in Q4 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • BlueChip 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.
  • BlueChip Wealth Advisors sold 5,170 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $273K.
  • BlueChip Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • BlueChip Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $653K in Q4 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.