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

Destiny 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
Q2 		– Sell
-1,039
Closed -$54.6K – 591
2026
Q1 		$54.6K Buy
+1,039
New +$54.9K 0.01% 424
2024
Q1 		– Sell
-4,452
Closed -$227K – 159
2023
Q4 		$227K Hold
4,452
– – 0.04% 147
2023
Q3 		$222K Hold
4,452
– – 0.04% 155
2023
Q2 		$224K Sell
4,452
-400
-8% -$20.2K 0.04% 153
2023
Q1 		$245K Sell
4,852
-130
-3% -$6.53K 0.05% 169
2022
Q4 		$248K Sell
4,982
-59
-1% -$2.92K 0.05% 171
2022
Q3 		$248K Sell
5,041
-1,588
-24% -$80.1K 0.06% 172
2022
Q2 		$335K Sell
6,629
-4,484
-40% -$228K 0.07% 110
2022
Q1 		$575K Sell
11,113
-1,185
-10% -$62.5K 0.11% 94
2021
Q4 		$663K Sell
12,298
-3,165
-20% -$171K 0.13% 95
2021
Q3 		$845K Sell
15,463
-1,698
-10% -$93K 0.17% 82
2021
Q2 		$941K Buy
17,161
+2,951
+21% +$162K 0.18% 87
2021
Q1 		$777K Sell
14,210
-3,298
-19% -$181K 0.16% 82
2020
Q4 		$966K Buy
+17,508
New +$963K 0.2% 75

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

Destiny Wealth Partners's IGSB Position: Q2 2026 in Review

Destiny Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 1,039 shares — an estimated $54.6K sold.

Destiny Wealth Partners first reported a position in IGSB in Q4 2020 and held it in 14 quarters. The position peaked at $966K in Q4 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 1,039 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $54.6K.
  • Destiny Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 14 quarters.
  • Destiny Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $966K in Q4 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.