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
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $761B AUM 31.28% 1-Year Est. Return