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

FWL Investment 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	$13.9K	Buy	265 +5	+2%	+$262	﹤0.01%	286
2026 Q1	$13.7K	Buy	260 +30	+13%	+$1.59K	﹤0.01%	241
2025 Q4	$12.2K	Hold	230	–	–	﹤0.01%	261
2025 Q3	$12.2K	Hold	230	–	–	﹤0.01%	235
2025 Q2	$12.1K	Hold	230	–	–	﹤0.01%	218
2025 Q1	$12K	Buy	230 +30	+15%	+$1.56K	﹤0.01%	216
2024 Q4	$10.3K	Hold	200	–	–	﹤0.01%	242
2024 Q3	$10.5K	Hold	200	–	–	﹤0.01%	235
2024 Q2	$10.2K	Hold	200	–	–	0.01%	192
2024 Q1	$10.3K	Hold	200	–	–	0.01%	165
2023 Q4	$10.3K	Hold	200	–	–	0.01%	159
2023 Q3	$9.97K	Buy	+200	New	+$10K	0.01%	148
2023 Q1	–	Sell	-250	Closed	-$12.5K	–	131
2022 Q4	$12.5K	Buy	+250	New	+$12.4K	0.01%	134

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 22.9% 1-Year Est. Return

FWL Investment Management's IGSB Position: Q2 2026 in Review

FWL Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.9% in Q2 2026, buying an estimated $262 and bringing the position to 265 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

FWL Investment Management first reported a position in IGSB in Q4 2022 and has held it in 13 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

FWL Investment Management held 265 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.9K as of Q2 2026.
FWL Investment Management bought 5 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $262.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #286 holding.
FWL Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.