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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Grand Wealth Management's IGSB Position: Q1 2026 in Review

Grand Wealth Management held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 16,944 shares worth $891K. The position accounts for 0.42% of the portfolio, ranked #21.

Grand Wealth Management first reported a position in IGSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.37M in Q2 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Grand Wealth Management held 16,944 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $891K as of Q1 2026.
  • Grand Wealth Management left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.42% of Grand Wealth Management's portfolio in Q1 2026, its #21 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 18 quarters since.
  • Grand Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.37M in Q2 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.