EWA
IGSB icon

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

EverSource Wealth Advisors’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 		$655K Sell
12,502
-9,429
-43% -$494K 0.02% 468
2026
Q1 		$1.15M Buy
21,931
+5,548
+34% +$293K 0.04% 347
2025
Q4 		$866K Sell
16,383
-857
-5% -$45.4K 0.03% 379
2025
Q3 		$914K Buy
17,240
+10,307
+149% +$544K 0.04% 332
2025
Q2 		$366K Sell
6,933
-1,534
-18% -$80.1K 0.02% 576
2025
Q1 		$443K Sell
8,467
-1
-0% -$52 0.02% 407
2024
Q4 		$438K Sell
8,468
-860
-9% -$44.7K 0.02% 402
2024
Q3 		$491K Sell
9,328
-1,351
-13% -$70.3K 0.03% 328
2024
Q2 		$554K Buy
10,679
+2,285
+27% +$117K 0.04% 292
2024
Q1 		$426K Buy
8,394
+1,725
+26% +$88.3K 0.03% 301
2023
Q4 		$342K Buy
6,669
+6,654
+44,360% +$334K 0.03% 313
2023
Q3 		$747 Hold
15
– – ﹤0.01% 2315
2023
Q2 		$753 Buy
+15
New +$756 ﹤0.01% 2284
2023
Q1 		– Sell
-27
Closed -$1.34K – 2454
2022
Q4 		$1.34K Buy
+27
New +$1.34K ﹤0.01% 2023
2022
Q1 		– Sell
-347
Closed -$19K – 1774
2021
Q4 		$19K Buy
+347
New +$18.8K 0.01% 709

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

EverSource Wealth Advisors's IGSB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 43% in Q2 2026, selling an estimated $494K and leaving 12,502 shares worth $655K. The position accounts for 0.02% of the portfolio, ranked #468.

EverSource Wealth Advisors first reported a position in IGSB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • EverSource Wealth Advisors held 12,502 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $655K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,429 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $494K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #468 holding.
  • EverSource Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.