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

Fonville Wealth Management’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	$728K	Buy	13,895 +2	+0%	+$105	0.12%	77
2026 Q1	$730K	Sell	13,893 -807	-5%	-$42.7K	0.14%	72
2025 Q4	$777K	Sell	14,700 -23	-0.2%	-$1.22K	0.16%	74
2025 Q3	$781K	Sell	14,723 -128	-0.9%	-$6.76K	0.18%	72
2025 Q2	$784K	Sell	14,851 -147	-1%	-$7.68K	0.2%	65
2025 Q1	$787K	Sell	14,998 -2,137	-12%	-$111K	0.23%	62
2024 Q4	$886K	Sell	17,135 -26	-0.2%	-$1.35K	0.29%	57
2024 Q3	$904K	Sell	17,161 -350	-2%	-$18.2K	0.31%	57
2024 Q2	$897K	Sell	17,511 -64	-0.4%	-$3.27K	0.36%	55
2024 Q1	$901K	Buy	17,575 +1,408	+9%	+$72K	0.4%	55
2023 Q4	$829K	Buy	+16,167	New	+$812K	0.44%	55

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

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

Fonville Wealth Management's IGSB Position: Q2 2026 in Review

Fonville Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.01% in Q2 2026, buying an estimated $105 and bringing the position to 13,895 shares worth $728K. The position accounts for 0.12% of the portfolio, ranked #77.

Fonville Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $904K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Fonville Wealth Management held 13,895 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $728K as of Q2 2026.
Fonville Wealth Management bought 2 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Fonville Wealth Management's portfolio in Q2 2026, its #77 holding.
Fonville Wealth Management 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.
Fonville Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $904K in Q3 2024.
1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.