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

Bogart Wealth LLC’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 		$170K Buy
3,239
+2,000
+161% +$106K 0.01% 286
2025
Q4 		$65.5K Hold
1,239
– – ﹤0.01% 413
2025
Q3 		$65.7K Hold
1,239
– – ﹤0.01% 403
2025
Q2 		$65.4K Hold
1,239
– – ﹤0.01% 403
2025
Q1 		$64.9K Hold
1,239
– – ﹤0.01% 371
2024
Q4 		$64.1K Buy
1,239
+1,118
+924% +$58.1K ﹤0.01% 365
2024
Q3 		$6.37K Hold
121
– – ﹤0.01% 783
2024
Q2 		$6.2K Hold
121
– – ﹤0.01% 747
2024
Q1 		$6.21K Hold
121
– – ﹤0.01% 727
2023
Q4 		$6.2K Sell
121
-9
-7% -$452 ﹤0.01% 709
2023
Q3 		$6.48K Sell
130
-5
-4% -$250 ﹤0.01% 668
2023
Q2 		$6.77K Sell
135
-16
-11% -$806 ﹤0.01% 647
2023
Q1 		$7.63K Sell
151
-62
-29% -$3.11K ﹤0.01% 643
2022
Q4 		$10.6K Hold
213
– – ﹤0.01% 531
2022
Q3 		$10K Sell
213
-13
-6% -$656 ﹤0.01% 542
2022
Q2 		$11K Sell
226
-101
-31% -$5.14K ﹤0.01% 517
2022
Q1 		$17K Sell
327
-324
-50% -$17.1K ﹤0.01% 411
2021
Q4 		$35K Hold
651
– – ﹤0.01% 304
2021
Q3 		$36K Sell
651
-767
-54% -$42K ﹤0.01% 285
2021
Q2 		$78K Sell
1,418
-624
-31% -$34.2K 0.01% 208
2021
Q1 		$112K Sell
2,042
-316,236
-99% -$17.4M 0.02% 161
2020
Q4 		$17.6M Buy
318,278
+22,193
+7% +$1.22M 3.26% 9
2020
Q3 		$16.3M Buy
296,085
+26,748
+10% +$1.47M 3.61% 9
2020
Q2 		$14.7M Buy
269,337
+7,033
+3% +$379K 3.46% 9
2020
Q1 		$13.7M Buy
+262,304
New +$14M 3.75% 10

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogart Wealth LLC's IGSB Position: Q1 2026 in Review

Bogart Wealth LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 161% in Q1 2026, buying an estimated $106K and bringing the position to 3,239 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #286.

Bogart Wealth LLC first reported a position in IGSB in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q4 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Bogart Wealth LLC held 3,239 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $170K as of Q1 2026.
  • Bogart Wealth LLC bought 2,000 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $106K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #286 holding.
  • Bogart Wealth LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bogart Wealth LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17.6M in Q4 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.