Cooksen Wealth
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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
Q3 		$1.92M Buy
37,495
+1,052
+3% +$54.6K 1.18% 23
2026
Q2 		$1.91M Buy
36,443
+1,054
+3% +$55.3K 1.2% 23
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Cooksen Wealth's IGSB Position: Q3 2026 in Review

Cooksen Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.9% in Q3 2026, buying an estimated $54.6K and bringing the position to 37,495 shares worth $1.92M. The position accounts for 1.18% of the portfolio, ranked #23.

Cooksen Wealth first reported a position in IGSB in Q4 2023 and has held it in 12 quarters since. 364 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Cooksen Wealth held 37,495 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.92M as of Q3 2026.
  • Cooksen Wealth bought 1,052 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $54.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.18% of Cooksen Wealth's portfolio in Q3 2026, its #23 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 12 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.