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

Centurion 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	-5,148	Closed	-$271K	–	300
2026 Q1	$271K	Hold	5,148	–	–	0.06%	255
2025 Q4	$272K	Hold	5,148	–	–	0.06%	251
2025 Q3	$273K	Hold	5,148	–	–	0.06%	237
2025 Q2	$272K	Hold	5,148	–	–	0.08%	186
2025 Q1	$266K	Hold	5,148	–	–	0.08%	173
2024 Q4	$266K	Hold	5,148	–	–	0.08%	173
2024 Q3	$271K	Buy	+5,148	New	+$268K	0.09%	166
2024 Q1	$264K	Buy	5,148 +1	+0%	+$51	0.1%	149
2023 Q4	$264K	Sell	5,147 -1	-0%	-$50	0.11%	135
2023 Q3	$257K	Hold	5,148	–	–	0.13%	115
2023 Q2	$258K	Hold	5,148	–	–	0.12%	122
2023 Q1	$260K	Sell	5,148 -134	-3%	-$6.73K	0.13%	118
2022 Q4	$263K	Buy	+5,282	New	+$262K	0.15%	120

Other funds holding IGSB

MMI

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Centurion Wealth Management's IGSB Position: Q2 2026 in Review

Centurion Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 5,148 shares — an estimated $271K sold.

Centurion Wealth Management first reported a position in IGSB in Q4 2022 and held it in 13 quarters. The position peaked at $273K in Q3 2025. 175 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Centurion 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.
Centurion Wealth Management sold 5,148 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $271K.
Centurion Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
Centurion Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $273K in Q3 2025.
175 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.