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

Burling Wealth Partners’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 		$445K Hold
8,475
– – 0.07% 134
2025
Q4 		$448K Buy
+8,475
New +$449K 0.07% 139

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MMI
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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

Burling Wealth Partners's IGSB Position: Q1 2026 in Review

Burling Wealth Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 8,475 shares worth $445K. The position accounts for 0.07% of the portfolio, ranked #134.

Burling Wealth Partners first reported a position in IGSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $448K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Burling Wealth Partners held 8,475 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $445K as of Q1 2026.
  • Burling Wealth Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Burling Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • Burling Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Burling Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $448K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.