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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$481K Sell
9,172
-204
-2% -$10.7K 0.13% 108
2026
Q1 		$493K Sell
9,376
-1,019
-10% -$53.9K 0.15% 99
2025
Q4 		$550K Sell
10,395
-5,136
-33% -$272K 0.16% 87
2025
Q3 		$824K Sell
15,531
-1,014
-6% -$53.5K 0.26% 62
2025
Q2 		$873K Buy
16,545
+6
+0% +$313 0.29% 52
2025
Q1 		$866K Buy
16,539
+4,574
+38% +$238K 0.32% 52
2024
Q4 		$619K Buy
+11,965
New +$622K 0.25% 68
2024
Q1 		– Sell
-3,602
Closed -$185K – 356
2023
Q4 		$185K Buy
+3,602
New +$181K 0.12% 95

Other funds holding IGSB

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IGSB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.2% in Q2 2026, selling an estimated $10.7K and leaving 9,172 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #108.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IGSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $873K in Q2 2025. 686 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,172 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $481K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 204 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #108 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $873K in Q2 2025.
  • 686 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.