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

Endowment Wealth Management’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 		$220K Buy
+4,301
New +$223K 0.08% 170

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AssetMark Inc
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Commonwealth Equity Services
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KeyBank National Association
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Williams Jones Wealth Management
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Parkside Investments
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Truist Financial
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Endowment Wealth Management's IGSB Position: Q3 2026 in Review

Endowment Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 4,301 shares worth $220K. The stake represents 0.08% of the portfolio and ranks #170 among its holdings.

620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Endowment Wealth Management held 4,301 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $220K as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Endowment Wealth Management position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Endowment Wealth Management's portfolio in Q3 2026, its #170 holding.
  • 620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.