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

Capital Advisors 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 		$393K Sell
7,496
-433
-5% -$22.7K 0.05% 161
2026
Q1 		$417K Buy
7,929
+25
+0.3% +$1.32K 0.06% 148
2025
Q4 		$418K Buy
7,904
+51
+0.6% +$2.7K 0.06% 138
2025
Q3 		$416K Sell
7,853
-910
-10% -$48K 0.06% 134
2025
Q2 		$462K Buy
8,763
+2,687
+44% +$140K 0.07% 117
2025
Q1 		$318K Sell
6,076
-257
-4% -$13.4K 0.06% 133
2024
Q4 		$327K Sell
6,333
-1,981
-24% -$103K 0.06% 128
2024
Q3 		$438K Sell
8,314
-2,697
-24% -$140K 0.08% 101
2024
Q2 		$564K Sell
11,011
-266
-2% -$13.6K 0.11% 79
2024
Q1 		$578K Sell
11,277
-84,134
-88% -$4.3M 0.12% 79
2023
Q4 		$4.89M Sell
95,411
-2,698
-3% -$135K 1.11% 22
2023
Q3 		$4.89M Buy
98,109
+13,964
+17% +$699K 1.28% 22
2023
Q2 		$4.22M Sell
84,145
-1,308
-2% -$65.9K 1.08% 23
2023
Q1 		$4.32M Sell
85,453
-50,003
-37% -$2.51M 1.2% 23
2022
Q4 		$6.75M Buy
135,456
+90
+0.1% +$4.46K 2.05% 17
2022
Q3 		$6.67M Buy
135,366
+121,345
+865% +$6.12M 2.21% 13
2022
Q2 		$709K Buy
14,021
+9,403
+204% +$479K 0.23% 50
2022
Q1 		$239K Sell
4,618
-8,543
-65% -$450K 0.07% 107
2021
Q4 		$709K Sell
13,161
-256
-2% -$13.9K 0.22% 60
2021
Q3 		$733K Buy
13,417
+819
+7% +$44.9K 0.26% 51
2021
Q2 		$690K Buy
12,598
+1,369
+12% +$75K 0.26% 50
2021
Q1 		$614K Buy
+11,229
New +$617K 0.27% 51

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

Capital Advisors Wealth Management's IGSB Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.5% in Q2 2026, selling an estimated $22.7K and leaving 7,496 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #161.

Capital Advisors Wealth Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.75M in Q4 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Capital Advisors Wealth Management held 7,496 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $393K as of Q2 2026.
  • Capital Advisors Wealth Management sold 433 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Capital Advisors Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Capital Advisors Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.75M in Q4 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.