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

Cascade Wealth Advisors’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	–	Sell	-4,841	Closed	-$254K	–	63
2026 Q1	$254K	Buy	4,841 +73	+2%	+$3.86K	0.11%	56
2025 Q4	$253K	Sell	4,768 -5,232	-52%	-$277K	0.12%	56
2025 Q3	$529K	Hold	10,000	–	–	0.26%	40
2025 Q2	$527K	Hold	10,000	–	–	0.3%	36
2025 Q1	$520K	Hold	10,000	–	–	0.36%	30
2024 Q4	$517K	Hold	10,000	–	–	0.35%	31
2024 Q3	$527K	Hold	10,000	–	–	0.38%	34
2024 Q2	$516K	Hold	10,000	–	–	0.38%	34
2024 Q1	$508K	Buy	+10,000	New	+$512K	0.43%	38

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

Cascade Wealth Advisors's IGSB Position: Q2 2026 in Review

Cascade Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 4,841 shares — an estimated $254K sold.

Cascade Wealth Advisors first reported a position in IGSB in Q1 2024 and held it in 9 quarters. The position peaked at $529K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Cascade Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Cascade Wealth Advisors sold 4,841 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $254K.
Cascade Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 9 quarters.
Cascade Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $529K 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 Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.