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

Cherry Tree 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 Q1	$476K	Buy	9,048 +47	+0.5%	+$2.48K	0.1%	99
2025 Q4	$476K	Hold	9,001	–	–	0.1%	103
2025 Q3	$477K	Sell	9,001 -296	-3%	-$15.6K	0.1%	99
2025 Q2	$490K	Sell	9,297 -52	-0.6%	-$2.72K	0.11%	95
2025 Q1	$490K	Sell	9,349 -135	-1%	-$7.02K	0.12%	89
2024 Q4	$490K	Sell	9,484 -144	-1%	-$7.49K	0.12%	90
2024 Q3	$507K	Hold	9,628	–	–	0.12%	93
2024 Q2	$493K	Hold	9,628	–	–	0.12%	89
2024 Q1	$494K	Sell	9,628 -1,329	-12%	-$68K	0.12%	88
2023 Q4	$562K	Sell	10,957 -2,686	-20%	-$135K	0.15%	77
2023 Q3	$680K	Sell	13,643 -1,896	-12%	-$94.9K	0.2%	67
2023 Q2	$780K	Buy	+15,539	New	+$783K	0.23%	64

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's IGSB Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.52% in Q1 2026, buying an estimated $2.48K and bringing the position to 9,048 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #99.

Cherry Tree Wealth Management first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $780K in Q2 2023. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Cherry Tree Wealth Management held 9,048 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $476K as of Q1 2026.
Cherry Tree Wealth Management bought 47 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.48K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #99 holding.
Cherry Tree Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $780K in Q2 2023.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.