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C2C Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

C2C Wealth Management’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 		$273K Hold
5,202
– – 0.21% 76
2026
Q1 		$273K Hold
5,202
– – 0.23% 74
2025
Q4 		$275K Hold
5,202
– – 0.23% 70
2025
Q3 		$276K Hold
5,202
– – 0.24% 71
2025
Q2 		$274K Hold
5,202
– – 0.25% 72
2025
Q1 		$272K Hold
5,202
– – 0.26% 70
2024
Q4 		$269K Buy
5,202
+450
+9% +$23.4K 0.25% 74
2024
Q3 		$247K Hold
4,752
– – 0.23% 77
2024
Q2 		$243K Hold
4,752
– – 0.24% 78
2024
Q1 		$244K Hold
4,752
– – 0.24% 78
2023
Q4 		$244K Hold
4,752
– – 0.21% 96
2023
Q3 		$236K Hold
4,752
– – 0.03% 212
2023
Q2 		$239K Hold
4,752
– – 0.03% 220
2023
Q1 		$240K Hold
4,752
– – 0.04% 213
2022
Q4 		$240K Hold
4,752
– – 0.04% 152
2022
Q3 		$235K Hold
4,752
– – 0.05% 153
2022
Q2 		$240K Hold
4,752
– – 0.04% 161
2022
Q1 		$243K Hold
4,752
– – 0.04% 173
2021
Q4 		$256K Buy
+4,752
New +$257K 0.04% 187

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

C2C Wealth Management's IGSB Position: Q2 2026 in Review

C2C Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 5,202 shares worth $273K. The position accounts for 0.21% of the portfolio, ranked #76.

C2C Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $276K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • C2C Wealth Management held 5,202 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $273K as of Q2 2026.
  • C2C Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of C2C Wealth Management's portfolio in Q2 2026, its #76 holding.
  • C2C Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $276K in Q3 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.