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Cassaday & Co Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cassaday & Co 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 		– Sell
-860
Closed -$45.1K – 1307
2026
Q1 		$45.2K Buy
+860
New +$45.5K ﹤0.01% 630

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

Cassaday & Co Wealth Management's IGSB Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 860 shares — an estimated $45.1K sold.

Cassaday & Co Wealth Management first reported a position in IGSB in Q1 2026 and held it in 1 quarter. The position peaked at $45.2K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 860 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $45.1K.
  • Cassaday & Co Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $45.2K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.