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

Elevate Wealth Advisory’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 		$80.4K Hold
1,534
– – 0.05% 96
2026
Q1 		$80.6K Hold
1,534
– – 0.05% 88
2025
Q4 		$81.1K Hold
1,534
– – 0.06% 84
2025
Q3 		$81.3K Hold
1,534
– – 0.06% 83
2025
Q2 		$80.9K Hold
1,534
– – 0.06% 90
2025
Q1 		$80.3K Buy
1,534
+280
+22% +$14.6K 0.06% 88
2024
Q4 		$64.8K Hold
1,254
– – 0.05% 84
2024
Q3 		$66K Hold
1,254
– – 0.05% 88
2024
Q2 		$64.3K Hold
1,254
– – 0.05% 81
2024
Q1 		$64.3K Hold
1,254
– – 0.06% 76
2023
Q4 		$64.3K Buy
+1,254
New +$63K 0.06% 77

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

Elevate Wealth Advisory's IGSB Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 1,534 shares worth $80.4K. The position accounts for 0.05% of the portfolio, ranked #96.

Elevate Wealth Advisory first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $81.3K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Elevate Wealth Advisory held 1,534 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $80.4K as of Q2 2026.
  • Elevate Wealth Advisory left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q2 2026, its #96 holding.
  • Elevate Wealth Advisory 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.
  • Elevate Wealth Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $81.3K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.