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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
Q2 		$242K Sell
4,610
-184
-4% -$9.64K 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

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

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

Concord Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.8% in Q2 2026, selling an estimated $9.64K and leaving 4,610 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #205.

Concord Wealth Partners first reported a position in IGSB in Q4 2020 and has held it in 19 quarters since. The position peaked at $282K in Q2 2025. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Concord Wealth Partners held 4,610 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $242K as of Q2 2026.
  • Concord Wealth Partners sold 184 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.64K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #205 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 19 quarters since.
  • Concord Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $282K in Q2 2025.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.