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 Q3	$266K	Hold	5,202	–	–	0.21%	74
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

C2C Wealth Management's IGSB Position: Q3 2026 in Review

C2C Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 5,202 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #74.

C2C Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 20 quarters since. The position peaked at $276K in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

C2C Wealth Management held 5,202 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $266K as of Q3 2026.
C2C Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.21% of C2C Wealth Management's portfolio in Q3 2026, its #74 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 20 quarters since.
C2C Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $276K in Q3 2025.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.