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

Copia 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
Q2 		$38.8K Hold
740
– – 0.02% 239
2026
Q1 		$38.9K Sell
740
-3
-0.4% -$159 0.03% 218
2025
Q4 		$39.3K Hold
743
– – 0.03% 219
2025
Q3 		$39.4K Hold
743
– – 0.03% 207
2025
Q2 		$39.2K Sell
743
-228
-23% -$11.9K 0.03% 185
2025
Q1 		$50.9K Hold
971
– – 0.05% 155
2024
Q4 		$50.2K Buy
+971
New +$50.5K 0.05% 145

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

Copia Wealth Management's IGSB Position: Q2 2026 in Review

Copia Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 740 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #239.

Copia Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.9K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Copia Wealth Management held 740 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $38.8K as of Q2 2026.
  • Copia Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Copia Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $50.9K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.