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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
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 		$9.87M 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

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

Discipline Wealth Solutions's IGSB Position: Q2 2026 in Review

Discipline Wealth Solutions increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.2% in Q2 2026, buying an estimated $1.11M and bringing the position to 363,629 shares worth $19.1M. The position accounts for 1.66% of the portfolio, ranked #18.

Discipline Wealth Solutions first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Discipline Wealth Solutions held 363,629 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $19.1M as of Q2 2026.
  • Discipline Wealth Solutions bought 21,107 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.11M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.66% of Discipline Wealth Solutions's portfolio in Q2 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 11 quarters since.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.