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

Daymark 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
Q1 		$260K Buy
4,938
+5
+0.1% +$264 0.01% 623
2025
Q4 		$261K Sell
4,933
-3,491
-41% -$185K 0.01% 522
2025
Q3 		$447K Buy
8,424
+92
+1% +$4.86K 0.02% 403
2025
Q2 		$440K Sell
8,332
-2,901
-26% -$152K 0.02% 378
2025
Q1 		$588K Buy
11,233
+11
+0.1% +$572 0.03% 309
2024
Q4 		$580K Sell
11,222
-5,469
-33% -$284K 0.02% 300
2024
Q3 		$879K Sell
16,691
-5,684
-25% -$296K 0.04% 263
2024
Q2 		$1.15M Buy
22,375
+5
+0% +$255 0.05% 219
2024
Q1 		$1.15M Sell
22,370
-300
-1% -$15.3K 0.06% 183
2023
Q4 		$1.16M Buy
22,670
+440
+2% +$22.1K 0.07% 172
2023
Q3 		$1.11M Buy
22,230
+3,030
+16% +$152K 0.08% 162
2023
Q2 		$963K Buy
+19,200
New +$967K 0.07% 174

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 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

Daymark Wealth Partners's IGSB Position: Q1 2026 in Review

Daymark Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.1% in Q1 2026, buying an estimated $264 and bringing the position to 4,938 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #623.

Daymark Wealth Partners first reported a position in IGSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Daymark Wealth Partners held 4,938 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $260K as of Q1 2026.
  • Daymark Wealth Partners bought 5 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $264.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #623 holding.
  • Daymark Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Daymark Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.16M in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.