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

Buck Wealth Strategies’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 		$65.9K Buy
+1,257
New +$65.9K 0.01% 316
2023
Q4 		– Sell
-801
Closed -$39.9K – 190
2023
Q3 		$39.9K Buy
+801
New +$40.1K 0.02% 127

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 22.9% 1-Year Est. Return

Buck Wealth Strategies's IGSB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 1,257 shares worth $65.9K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IGSB as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IGSB in Q3 2023 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Buck Wealth Strategies held 1,257 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $65.9K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #316 holding.
  • Buck Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.