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

Golden State 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 		$462K Buy
8,809
+2
+0% +$105 0.04% 295
2026
Q1 		$463K Sell
8,807
-1,929
-18% -$102K 0.05% 259
2025
Q4 		$568K Buy
10,736
+3,411
+47% +$181K 0.06% 229
2025
Q3 		$388K Sell
7,325
-886
-11% -$46.8K 0.04% 284
2025
Q2 		$433K Sell
8,211
-1,570
-16% -$82K 0.05% 258
2025
Q1 		$512K Sell
9,781
-671
-6% -$34.9K 0.08% 201
2024
Q4 		$540K Buy
+10,452
New +$543K 0.08% 189
2022
Q1 		– Sell
-9,402
Closed -$507K – 333
2021
Q4 		$507K Buy
9,402
+2,646
+39% +$143K 0.09% 203
2021
Q3 		$369K Buy
6,756
+1,217
+22% +$66.7K 0.08% 201
2021
Q2 		$304K Buy
5,539
+1,601
+41% +$87.7K 0.07% 223
2021
Q1 		$215K Sell
3,938
-2,736
-41% -$150K 0.07% 189
2020
Q4 		$368K Buy
6,674
+2,791
+72% +$153K 0.11% 150
2020
Q3 		$213K Sell
3,883
-2,637
-40% -$145K 0.07% 186
2020
Q2 		$357K Buy
6,520
+5,862
+891% +$316K 0.09% 139
2020
Q1 		$34K Buy
+658
New +$35K 0.02% 421
2019
Q4 		– Sell
-658
Closed -$35K – 470
2019
Q3 		$35K Buy
658
+280
+74% +$15K 0.01% 508
2019
Q2 		$20K Hold
378
– – 0.01% 616
2019
Q1 		$20K Buy
+378
New +$19.7K 0.01% 627

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

Golden State Wealth Management's IGSB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.02% in Q2 2026, buying an estimated $105 and bringing the position to 8,809 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #295.

Golden State Wealth Management first reported a position in IGSB in Q1 2019 and has held it in 18 quarters since. The position peaked at $568K in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Golden State Wealth Management held 8,809 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $462K as of Q2 2026.
  • Golden State Wealth Management bought 2 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Golden State Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $568K in Q4 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.