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

Grand 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 		$1.41M Buy
26,940
+9,996
+59% +$524K 0.59% 18
2026
Q1 		$891K Hold
16,944
– – 0.42% 21
2025
Q4 		$896K Sell
16,944
-2
-0% -$106 0.41% 21
2025
Q3 		$899K Hold
16,946
– – 0.43% 21
2025
Q2 		$894K Sell
16,946
-2,815
-14% -$147K 0.46% 21
2025
Q1 		$1.03M Hold
19,761
– – 0.57% 19
2024
Q4 		$1.02M Hold
19,761
– – 0.57% 20
2024
Q3 		$1.04M Hold
19,761
– – 0.59% 20
2024
Q2 		$1.01M Sell
19,761
-896
-4% -$45.7K 0.6% 20
2024
Q1 		$1.06M Hold
20,657
– – 0.51% 23
2023
Q4 		$1.06M Hold
20,657
– – 0.58% 21
2023
Q3 		$1.03M Sell
20,657
-2,458
-11% -$123K 0.63% 19
2023
Q2 		$1.16M Sell
23,115
-1,301
-5% -$65.5K 0.69% 20
2023
Q1 		$1.23M Buy
24,416
+10,975
+82% +$551K 0.74% 21
2022
Q4 		$670K Sell
13,441
-69,258
-84% -$3.43M 0.42% 25
2022
Q3 		$4.08M Sell
82,699
-3,831
-4% -$193K 2.14% 10
2022
Q2 		$4.37M Buy
86,530
+57,794
+201% +$2.94M 2.22% 10
2022
Q1 		$1.49M Buy
28,736
+21,632
+305% +$1.14M 0.69% 16
2021
Q4 		$383K Buy
+7,104
New +$385K 0.17% 29

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

Grand Wealth Management's IGSB Position: Q2 2026 in Review

Grand Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 59% in Q2 2026, buying an estimated $524K and bringing the position to 26,940 shares worth $1.41M. The position accounts for 0.59% of the portfolio, ranked #18.

Grand Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q2 2022. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Grand Wealth Management held 26,940 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.41M as of Q2 2026.
  • Grand Wealth Management bought 9,996 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $524K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.59% of Grand Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Grand Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Grand Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.37M in Q2 2022.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.