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Estate Planners Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Estate Planners Group’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 		– Sell
-5
Closed -$272 – 219
2025
Q4 		$272 Buy
+5
New +$265 ﹤0.01% 443

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Estate Planners Group's IGSB Position: Q1 2026 in Review

Estate Planners Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 5 shares — an estimated $272 sold.

Estate Planners Group first reported a position in IGSB in Q4 2025 and held it in 1 quarter. The position peaked at $272 in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Estate Planners Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 5 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $272.
  • Estate Planners Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $272 in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.