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

Exencial 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 Q1	$406K	Buy	7,716 +3	+0%	+$159	0.01%	440
2025 Q4	$408K	Buy	7,713 +1	+0%	+$53	0.01%	432
2025 Q3	$409K	Buy	7,712 +1	+0%	+$53	0.01%	412
2025 Q2	$407K	Sell	7,711 -6,076	-44%	-$317K	0.01%	398
2025 Q1	$722K	Buy	13,787 +1,145	+9%	+$59.5K	0.03%	325
2024 Q4	$654K	Sell	12,642 -70	-0.6%	-$3.64K	0.02%	337
2024 Q3	$669K	Buy	12,712 +5,631	+80%	+$293K	0.02%	320
2024 Q2	$363K	Buy	7,081 +1,217	+21%	+$62.1K	0.01%	404
2024 Q1	$301K	Sell	5,864 -1,674	-22%	-$85.7K	0.01%	431
2023 Q4	$387K	Buy	+7,538	New	+$379K	0.02%	386

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Exencial Wealth Advisors's IGSB Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.04% in Q1 2026, buying an estimated $159 and bringing the position to 7,716 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #440.

Exencial Wealth Advisors first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $722K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Exencial Wealth Advisors held 7,716 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $406K as of Q1 2026.
Exencial Wealth Advisors bought 3 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $159.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #440 holding.
Exencial Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Exencial Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $722K in Q1 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 Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.