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

GC Wealth Management RIA’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 		$1.16M Buy
22,177
+1,469
+7% +$77K 0.07% 206
2026
Q1 		$1.09M Buy
20,708
+3,972
+24% +$210K 0.05% 227
2025
Q4 		$885K Buy
16,736
+1,586
+10% +$84K 0.03% 248
2025
Q3 		$803K Sell
15,150
-2,510
-14% -$132K 0.03% 398
2025
Q2 		$932K Sell
17,660
-5,045
-22% -$264K 0.08% 215
2025
Q1 		$1.19M Sell
22,705
-955
-4% -$49.6K 0.22% 96
2024
Q4 		$1.22M Sell
23,660
-3,865
-14% -$201K 0.22% 97
2024
Q3 		$1.45M Sell
27,525
-42
-0.2% -$2.19K 0.25% 83
2024
Q2 		$1.41M Sell
27,567
-1,004
-4% -$51.2K 0.28% 73
2024
Q1 		$1.47M Sell
28,571
-32
-0.1% -$1.64K 0.29% 69
2023
Q4 		$1.47M Buy
+28,603
New +$1.44M 0.66% 38

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

GC Wealth Management RIA's IGSB Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.1% in Q2 2026, buying an estimated $77K and bringing the position to 22,177 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #206.

GC Wealth Management RIA first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • GC Wealth Management RIA held 22,177 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
  • GC Wealth Management RIA bought 1,469 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $77K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #206 holding.
  • GC Wealth Management RIA 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.
  • GC Wealth Management RIA's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.47M in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.