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

Cerro Pacific 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 		$246K Hold
4,688
– – 0.06% 149
2026
Q1 		$246K Hold
4,688
– – 0.06% 144
2025
Q4 		$248K Hold
4,688
– – 0.07% 140
2025
Q3 		$249K Buy
+4,688
New +$247K 0.07% 144

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

Cerro Pacific Wealth Advisors's IGSB Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 4,688 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #149.

Cerro Pacific Wealth Advisors first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $249K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 4,688 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $246K as of Q2 2026.
  • Cerro Pacific Wealth Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Cerro Pacific Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cerro Pacific Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $249K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.