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

Discipline Wealth Solutions’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 		$20M Buy
391,100
+27,471
+8% +$1.43M 1.74% 18
2026
Q2 		$19.1M Buy
363,629
+21,107
+6% +$1.11M 1.66% 18
2026
Q1 		$18M Buy
342,522
+21,979
+7% +$1.16M 1.9% 17
2025
Q4 		$17M Buy
320,543
+36,393
+13% +$1.93M 3.14% 7
2025
Q3 		$15.1M Buy
284,150
+9,261
+3% +$489K 3.97% 5
2025
Q2 		$14.5M Buy
274,889
+22,436
+9% +$1.17M 5.55% 5
2025
Q1 		$13.2M Sell
252,453
-6,677
-3% -$347K 6.31% 5
2024
Q4 		$13.4M Buy
259,130
+19,027
+8% +$989K 6.21% 5
2024
Q3 		$12.6M Buy
240,103
+23,136
+11% +$1.2M 6.67% 5
2024
Q2 		$11.1M Buy
216,967
+23,433
+12% +$1.2M 8.78% 4
2024
Q1 		$9.9M Sell
193,534
-58,455
-23% -$2.99M 9.14% 4
2023
Q4 		$12.9M Buy
+251,989
New +$12.7M 12.89% 4

Other funds holding IGSB

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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Discipline Wealth Solutions's IGSB Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.6% in Q3 2026, buying an estimated $1.43M and bringing the position to 391,100 shares worth $20M. The position accounts for 1.74% of the portfolio, ranked #18.

Discipline Wealth Solutions first reported a position in IGSB in Q4 2023 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Discipline Wealth Solutions held 391,100 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $20M as of Q3 2026.
  • Discipline Wealth Solutions bought 27,471 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.43M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.74% of Discipline Wealth Solutions's portfolio in Q3 2026, its #18 holding.
  • Discipline Wealth Solutions 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.
  • 290 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.