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

FAS Wealth Partners’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 		$41.9K Hold
800
– – ﹤0.01% 424
2026
Q1 		$42K Buy
+800
New +$42.3K ﹤0.01% 403
2024
Q3 		– Sell
-13
Closed -$667 – 448
2024
Q2 		$667 Hold
13
– – ﹤0.01% 430
2024
Q1 		$667 Sell
13
-722
-98% -$36.9K ﹤0.01% 439
2023
Q4 		$37.7K Buy
735
+20
+3% +$1K ﹤0.01% 347
2023
Q3 		$35.6K Sell
715
-238
-25% -$11.9K ﹤0.01% 341
2023
Q2 		$47.8K Buy
953
+242
+34% +$12.2K 0.01% 311
2023
Q1 		$36K Sell
711
-4,449
-86% -$223K ﹤0.01% 347
2022
Q4 		$257K Sell
5,160
-13,340
-72% -$660K 0.03% 256
2022
Q3 		$912K Sell
18,500
-350
-2% -$17.7K 0.1% 140
2022
Q2 		$953K Sell
18,850
-550
-3% -$28K 0.1% 130
2022
Q1 		$1M Sell
19,400
-4,600
-19% -$242K 0.09% 131
2021
Q4 		$1.29M Sell
24,000
-1,400
-6% -$75.8K 0.12% 108
2021
Q3 		$1.39M Sell
25,400
-2,000
-7% -$110K 0.13% 104
2021
Q2 		$1.5M Sell
27,400
-1,500
-5% -$82.2K 0.14% 96
2021
Q1 		$1.58M Sell
28,900
-3,300
-10% -$181K 0.16% 90
2020
Q4 		$1.78M Sell
32,200
-3,300
-9% -$181K 0.2% 81
2020
Q3 		$1.95M Buy
35,500
+34,500
+3,450% +$1.89M 0.27% 71
2020
Q2 		$55K Buy
+1,000
New +$53.9K 0.01% 255
2017
Q2 		– Sell
-4,174
Closed -$220K – 167
2017
Q1 		$220K Sell
4,174
-1,318
-24% -$69.2K 0.07% 156
2016
Q4 		$288K Buy
+5,492
New +$289K 0.09% 129
2014
Q3 		– Sell
-5,034
Closed -$266K – 89
2014
Q2 		$266K Sell
5,034
-874,994
-99% -$46.2M 0.15% 72
2014
Q1 		$46.4M Buy
880,028
+27,638
+3% +$1.46M 31.48% 1
2013
Q4 		$44.9M Buy
+852,390
New +$44.9M 26.71% 2

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

FAS Wealth Partners's IGSB Position: Q2 2026 in Review

FAS Wealth Partners held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 800 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

FAS Wealth Partners first reported a position in IGSB in Q4 2013 and has held it in 24 quarters since. The position peaked at $46.4M in Q1 2014. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • FAS Wealth Partners held 800 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $41.9K as of Q2 2026.
  • FAS Wealth Partners left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #424 holding.
  • FAS Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 24 quarters since.
  • FAS Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $46.4M in Q1 2014.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.