Caliber Wealth Management (Kansas)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Caliber Wealth Management (Kansas)’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	$265K	Sell	5,052 -166	-3%	-$8.7K	0.03%	258
2026 Q1	$274K	Hold	5,218	–	–	0.03%	227
2025 Q4	$276K	Sell	5,218 -32	-0.6%	-$1.69K	0.03%	222
2025 Q3	$278K	Sell	5,250 -403	-7%	-$21.3K	0.03%	214
2025 Q2	$298K	Hold	5,653	–	–	0.03%	230
2025 Q1	$296K	Buy	+5,653	New	+$294K	0.04%	201

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IGSB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.2% in Q2 2026, selling an estimated $8.7K and leaving 5,052 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #258.

Caliber Wealth Management (Kansas) first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q2 2025. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Caliber Wealth Management (Kansas) held 5,052 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $265K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 166 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.7K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #258 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $298K in Q2 2025.
1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.