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

Concord 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
Q3 		$239K Buy
4,664
+54
+1% +$2.8K 0.03% 201
2026
Q2 		$242K Sell
4,610
-184
-4% -$9.6K 0.03% 205
2026
Q1 		$252K Sell
4,794
-172
-3% -$9.09K 0.03% 181
2025
Q4 		$263K Sell
4,966
-294
-6% -$15.6K 0.03% 171
2025
Q3 		$279K Sell
5,260
-89
-2% -$4.7K 0.04% 168
2025
Q2 		$282K Buy
5,349
+605
+13% +$31.6K 0.04% 173
2025
Q1 		$248K Buy
4,744
+32
+0.7% +$1.66K 0.04% 178
2024
Q4 		$244K Buy
4,712
+92
+2% +$4.78K 0.04% 189
2024
Q3 		$243K Buy
4,620
+643
+16% +$33.5K 0.04% 191
2024
Q2 		$204K Sell
3,977
-7
-0.2% -$357 0.04% 193
2024
Q1 		$204K Buy
3,984
+1,955
+96% +$100K 0.04% 207
2023
Q4 		$104K Sell
2,029
-32
-2% -$1.61K 0.02% 272
2023
Q3 		$103K Buy
2,061
+1,776
+623% +$88.9K 0.02% 277
2023
Q2 		$14.3K Sell
285
-63
-18% -$3.17K ﹤0.01% 553
2023
Q1 		$17.6K Hold
348
– – 0.01% 504
2022
Q4 		$17.3K Buy
+348
New +$17.2K 0.01% 545
2022
Q3 		– Sell
-398
Closed -$20K – 609
2022
Q2 		$20K Hold
398
– – 0.01% 542
2022
Q1 		$21K Sell
398
-42
-10% -$2.21K 0.01% 620
2021
Q4 		$24K Buy
+440
New +$23.8K 0.01% 602
2021
Q1 		– Sell
-999
Closed -$55K – 1027
2020
Q4 		$55K Buy
+999
New +$54.9K 0.04% 194

Other funds holding IGSB

Matson Money Inc
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Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Concord Wealth Partners's IGSB Position: Q3 2026 in Review

Concord Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q3 2026, buying an estimated $2.8K and bringing the position to 4,664 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #201.

Concord Wealth Partners first reported a position in IGSB in Q4 2020 and has held it in 20 quarters since. The position peaked at $282K in Q2 2025. 831 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Concord Wealth Partners held 4,664 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $239K as of Q3 2026.
  • Concord Wealth Partners bought 54 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q3 2026, its #201 holding.
  • Concord Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $282K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.