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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
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

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

EPG Wealth Management's IGSB Position: Q2 2026 in Review

EPG Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.04% in Q2 2026, buying an estimated $52 and bringing the position to 2,242 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #199.

EPG Wealth Management first reported a position in IGSB in Q4 2019 and has held it in 20 quarters since. The position peaked at $217K in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • EPG Wealth Management held 2,242 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $118K as of Q2 2026.
  • EPG Wealth Management bought 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $52.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of EPG Wealth Management's portfolio in Q2 2026, its #199 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 20 quarters since.
  • EPG Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $217K in Q1 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.