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

Gilpin 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
Q3 		$9.12K Hold
178
– – 0.01% 353
2026
Q2 		$9.33K Hold
178
– – 0.01% 318
2026
Q1 		$9.36K Hold
178
– – 0.01% 296
2025
Q4 		$9.41K Buy
+178
New +$9.42K 0.01% 292

Other funds holding IGSB

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gilpin Wealth Management's IGSB Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 178 shares worth $9.12K. The position accounts for 0.01% of the portfolio, ranked #353.

Gilpin Wealth Management first reported a position in IGSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.41K in Q4 2025. 56 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Gilpin Wealth Management held 178 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.12K as of Q3 2026.
  • Gilpin Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #353 holding.
  • Gilpin Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.41K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.