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

CFM Wealth Partners’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	$475K	Buy	9,070 +785	+9%	+$41.1K	0.06%	106
2026 Q1	$435K	Hold	8,285	–	–	0.07%	113
2025 Q4	$438K	Hold	8,285	–	–	0.06%	106
2025 Q3	$439K	Buy	8,285 +1,243	+18%	+$65.6K	0.06%	105
2025 Q2	$372K	Hold	7,042	–	–	0.06%	106
2025 Q1	$369K	Hold	7,042	–	–	0.07%	109
2024 Q4	$364K	Hold	7,042	–	–	0.06%	107
2024 Q3	$371K	Hold	7,042	–	–	0.06%	112
2024 Q2	$361K	Hold	7,042	–	–	0.07%	115
2024 Q1	$361K	Sell	7,042 -1,084	-13%	-$55.5K	0.07%	121
2023 Q4	$417K	Sell	8,126 -6,000	-42%	-$301K	0.09%	122
2023 Q3	$704K	Hold	14,126	–	–	0.18%	83
2023 Q2	$709K	Hold	14,126	–	–	0.17%	93
2023 Q1	$714K	Hold	14,126	–	–	0.19%	88
2022 Q4	$704K	Hold	14,126	–	–	0.21%	86
2022 Q3	$696K	Hold	14,126	–	–	0.22%	87
2022 Q2	$714K	Hold	14,126	–	–	0.21%	89
2022 Q1	$531K	Sell	14,126 -6	-0%	-$316	0.13%	108
2021 Q4	$760K	Buy	14,132 +1,307	+10%	+$70.8K	0.17%	91
2021 Q3	$700K	Hold	12,825	–	–	0.18%	92
2021 Q2	$703K	Hold	12,825	–	–	0.19%	86
2021 Q1	$701K	Hold	12,825	–	–	0.21%	85
2020 Q4	$708K	Buy	12,825 +945	+8%	+$52K	0.23%	79
2020 Q3	$652K	Buy	11,880 +4,180	+54%	+$230K	0.24%	73
2020 Q2	$421K	Hold	7,700	–	–	0.16%	90
2020 Q1	$403K	Hold	7,700	–	–	0.19%	83
2019 Q4	$414K	Buy	+7,700	New	+$413K	0.15%	99

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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 22.9% 1-Year Est. Return

CFM Wealth Partners's IGSB Position: Q2 2026 in Review

CFM Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.5% in Q2 2026, buying an estimated $41.1K and bringing the position to 9,070 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #106.

CFM Wealth Partners first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $760K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

CFM Wealth Partners held 9,070 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $475K as of Q2 2026.
CFM Wealth Partners bought 785 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $41.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of CFM Wealth Partners's portfolio in Q2 2026, its #106 holding.
CFM Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
CFM Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $760K in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.