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

EPG 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 		$115K Buy
2,243
+1
+0% +$52 0.03% 205
2026
Q2 		$118K Buy
2,242
+1
+0% +$52 0.03% 199
2026
Q1 		$118K Buy
2,241
+1
+0% +$53 0.03% 198
2025
Q4 		$118K Sell
2,240
-94
-4% -$4.98K 0.03% 198
2025
Q3 		$124K Buy
2,334
+1
+0% +$53 0.03% 194
2025
Q2 		$123K Buy
2,333
+1
+0% +$52 0.04% 195
2025
Q1 		$122K Sell
2,332
-129
-5% -$6.71K 0.03% 247
2024
Q4 		$127K Hold
2,461
– – 0.03% 251
2024
Q3 		$130K Buy
+2,461
New +$128K 0.03% 255
2024
Q2 		– Sell
-2,765
Closed -$141K – 268
2024
Q1 		$142K Buy
2,765
+161
+6% +$8.24K 0.03% 268
2023
Q4 		$133K Sell
2,604
-744
-22% -$37.4K 0.03% 259
2023
Q3 		$167K Sell
3,348
-426
-11% -$21.3K 0.05% 243
2023
Q2 		$189K Sell
3,774
-517
-12% -$26K 0.06% 237
2023
Q1 		$217K Buy
4,291
+3,440
+404% +$173K 0.07% 223
2022
Q4 		$42.4K Hold
851
– – 0.02% 271
2022
Q3 		$42K Buy
+851
New +$42.9K 0.02% 268
2022
Q2 		– Sell
-851
Closed -$44K – 296
2022
Q1 		$44K Sell
851
-1,311
-61% -$69.1K 0.02% 297
2021
Q4 		$116K Buy
2,162
+1,311
+154% +$71K 0.04% 254
2021
Q3 		$46K Buy
+851
New +$46.6K 0.02% 276
2020
Q2 		– Sell
-1,573
Closed -$82K – 431
2020
Q1 		$82K Buy
1,573
+79
+5% +$4.2K 0.06% 205
2019
Q4 		$80K Buy
+1,494
New +$80.1K 0.06% 173

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

EPG Wealth Management's IGSB Position: Q3 2026 in Review

EPG Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.04% in Q3 2026, buying an estimated $52 and bringing the position to 2,243 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #205.

EPG Wealth Management first reported a position in IGSB in Q4 2019 and has held it in 21 quarters since. The position peaked at $217K in Q1 2023. 748 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • EPG Wealth Management held 2,243 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $115K as of Q3 2026.
  • EPG Wealth Management bought 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q3 2026, an estimated $52.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of EPG Wealth Management's portfolio in Q3 2026, its #205 holding.
  • EPG Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • EPG Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $217K in Q1 2023.
  • 748 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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