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

Cooksen Wealth’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 		$1.86M Buy
35,389
+1,267
+4% +$67K 1.35% 22
2025
Q4 		$1.8M Buy
34,122
+1,491
+5% +$78.9K 1.32% 22
2025
Q3 		$1.73M Buy
32,631
+1,119
+4% +$59.1K 1.29% 21
2025
Q2 		$1.66M Sell
31,512
-1,303
-4% -$68.1K 1.34% 23
2025
Q1 		$1.68M Buy
32,815
+1,128
+4% +$58.6K 1.71% 20
2024
Q4 		$1.64M Buy
31,687
+197
+0.6% +$10.2K 1.51% 21
2024
Q3 		$1.66M Sell
31,490
-452
-1% -$23.5K 1.55% 20
2024
Q2 		$1.64M Sell
31,942
-873
-3% -$44.5K 1.65% 21
2024
Q1 		$1.68M Sell
32,815
-63
-0.2% -$3.22K 1.75% 20
2023
Q4 		$1.69M Buy
+32,878
New +$1.65M 1.91% 18

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cooksen Wealth's IGSB Position: Q1 2026 in Review

Cooksen Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.7% in Q1 2026, buying an estimated $67K and bringing the position to 35,389 shares worth $1.86M. The position accounts for 1.35% of the portfolio, ranked #22.

Cooksen Wealth first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Cooksen Wealth held 35,389 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.86M as of Q1 2026.
  • Cooksen Wealth bought 1,267 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $67K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.35% of Cooksen Wealth's portfolio in Q1 2026, its #22 holding.
  • Cooksen Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.