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

CreativeOne 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
Q2 		$2.19M Sell
41,813
-1,840
-4% -$96.5K 0.05% 335
2026
Q1 		$2.29M Buy
43,653
+23,120
+113% +$1.22M 0.05% 323
2025
Q4 		$1.09M Buy
20,533
+650
+3% +$34.4K 0.03% 523
2025
Q3 		$1.05M Sell
19,883
-3,483
-15% -$184K 0.03% 527
2025
Q2 		$1.23M Buy
23,366
+7,740
+50% +$404K 0.03% 475
2025
Q1 		$818K Buy
15,626
+9,638
+161% +$501K 0.02% 542
2024
Q4 		$310K Buy
5,988
+423
+8% +$22K 0.01% 866
2024
Q3 		$293K Buy
+5,565
New +$290K 0.01% 778
2024
Q2 		– Sell
-10,946
Closed -$561K – 839
2024
Q1 		$561K Buy
10,946
+5,959
+119% +$305K 0.02% 535
2023
Q4 		$256K Buy
+4,987
New +$250K 0.02% 551
2023
Q3 		– Sell
-38,277
Closed -$1.92M – 697
2023
Q2 		$1.92M Sell
38,277
-1,899
-5% -$95.7K 0.09% 221
2023
Q1 		$2.03M Sell
40,176
-4,399
-10% -$221K 0.1% 180
2022
Q4 		$2.22M Buy
44,575
+3,904
+10% +$193K 0.12% 144
2022
Q3 		$2M Buy
40,671
+1,285
+3% +$64.8K 0.12% 149
2022
Q2 		$1.99M Sell
39,386
-5,885
-13% -$300K 0.11% 150
2022
Q1 		$2.34M Sell
45,271
-8,967
-17% -$473K 0.12% 135
2021
Q4 		$2.92M Buy
54,238
+46,730
+622% +$2.53M 0.14% 116
2021
Q3 		$410K Sell
7,508
-68
-0.9% -$3.72K 0.02% 459
2021
Q2 		$416K Sell
7,576
-4,972
-40% -$272K 0.03% 438
2021
Q1 		$686K Sell
12,548
-6,994
-36% -$384K 0.05% 267
2020
Q4 		$1.08M Buy
19,542
+15,607
+397% +$858K 0.09% 175
2020
Q3 		$216K Buy
+3,935
New +$216K 0.03% 250

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

CreativeOne Wealth's IGSB Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.2% in Q2 2026, selling an estimated $96.5K and leaving 41,813 shares worth $2.19M. The position accounts for 0.05% of the portfolio, ranked #335.

CreativeOne Wealth first reported a position in IGSB in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q4 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • CreativeOne Wealth held 41,813 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.19M as of Q2 2026.
  • CreativeOne Wealth sold 1,840 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $96.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #335 holding.
  • CreativeOne Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.92M in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.