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

Forteris 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 		$526K Buy
10,040
+95
+1% +$4.98K 0.43% 49
2026
Q1 		$523K Buy
9,945
+1,575
+19% +$83.3K 0.5% 47
2025
Q4 		$443K Buy
+8,370
New +$443K 0.44% 52

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

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

Forteris Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.96% in Q2 2026, buying an estimated $4.98K and bringing the position to 10,040 shares worth $526K. The position accounts for 0.43% of the portfolio, ranked #49.

Forteris Wealth Management first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Forteris Wealth Management held 10,040 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $526K as of Q2 2026.
  • Forteris Wealth Management bought 95 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.98K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.43% of Forteris Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Forteris Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.