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 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 $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cascade Wealth Advisors's IGSB Position: Q1 2026 in Review

Cascade Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.5% in Q1 2026, buying an estimated $3.86K and bringing the position to 4,841 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #56.

Cascade Wealth Advisors first reported a position in IGSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $529K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Cascade Wealth Advisors held 4,841 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $254K as of Q1 2026.
Cascade Wealth Advisors bought 73 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.86K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Cascade Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Cascade Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $529K in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.