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

Genesis Wealth Advisors’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	$475K	Sell	9,059 -20	-0.2%	-$1.05K	0.28%	40
2026 Q1	$477K	Sell	9,079 -30	-0.3%	-$1.59K	0.32%	36
2025 Q4	$482K	Sell	9,109 -1,870	-17%	-$99K	0.33%	36
2025 Q3	$582K	Sell	10,979 -30	-0.3%	-$1.58K	0.41%	29
2025 Q2	$581K	Sell	11,009 -8	-0.1%	-$418	0.44%	28
2025 Q1	$577K	Sell	11,017 -612	-5%	-$31.8K	0.47%	28
2024 Q4	$601K	Buy	+11,629	New	+$605K	0.52%	30
2015 Q2	$331K	Sell	6,276 -4,562	-42%	-$240K	0.27%	36
2015 Q1	$572K	Hold	10,838	–	–	0.48%	31
2014 Q4	$571K	Buy	+10,838	New	+$571K	0.45%	32

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

Genesis Wealth Advisors's IGSB Position: Q2 2026 in Review

Genesis Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.22% in Q2 2026, selling an estimated $1.05K and leaving 9,059 shares worth $475K. The position accounts for 0.28% of the portfolio, ranked #40.

Genesis Wealth Advisors first reported a position in IGSB in Q4 2014 and has held it in 10 quarters since. The position peaked at $601K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Genesis Wealth Advisors held 9,059 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $475K as of Q2 2026.
Genesis Wealth Advisors sold 20 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.05K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Genesis Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Genesis Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $601K in Q4 2024.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.