Focus Partners Wealth
IGSB icon

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

Focus Partners Wealth’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 		$192M Buy
3,665,930
+616,846
+20% +$32.3M 0.2% 104
2026
Q1 		$161M Buy
3,049,084
+928,254
+44% +$49.1M 0.18% 124
2025
Q4 		$112M Buy
2,120,830
+1,403,348
+196% +$74.3M 0.13% 163
2025
Q3 		$38M Buy
717,482
+49,957
+7% +$2.64M 0.06% 263
2025
Q2 		$35.2M Sell
667,525
-4,904
-0.7% -$256K 0.08% 240
2025
Q1 		$35.2M Sell
672,429
-88,214
-12% -$4.59M 0.09% 226
2024
Q4 		$39.3M Buy
760,643
+555,053
+270% +$28.9M 0.1% 191
2024
Q3 		$10.8M Sell
205,590
-790,942
-79% -$41.2M 0.03% 393
2024
Q2 		$51.2M Buy
996,532
+679,643
+214% +$34.7M 0.17% 130
2024
Q1 		$16.3M Sell
316,889
-344,568
-52% -$17.6M 0.13% 167
2023
Q4 		$33.9M Buy
+661,457
New +$33.2M 0.44% 53

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

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

Focus Partners Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 20% in Q2 2026, buying an estimated $32.3M and bringing the position to 3,665,930 shares worth $192M. The position accounts for 0.2% of the portfolio, ranked #104.

Focus Partners Wealth first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Focus Partners Wealth held 3,665,930 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $192M as of Q2 2026.
  • Focus Partners Wealth bought 616,846 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $32.3M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Focus Partners Wealth's portfolio in Q2 2026, its #104 holding.
  • Focus Partners Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.