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

GSB 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 		$3.73M Sell
72,761
-32,484
-31% -$1.69M 0.76% 38
2026
Q2 		$5.52M Buy
105,245
+3,807
+4% +$200K 1.11% 26
2026
Q1 		$5.33M Buy
101,438
+5,336
+6% +$282K 1.2% 23
2025
Q4 		$5.08M Buy
96,102
+13,876
+17% +$735K 1.15% 25
2025
Q3 		$4.36M Sell
82,226
-1,981
-2% -$105K 0.99% 29
2025
Q2 		$4.44M Buy
84,207
+2,635
+3% +$138K 1.09% 21
2025
Q1 		$4.27M Sell
81,572
-16
-0% -$832 1.12% 18
2024
Q4 		$4.22M Buy
81,588
+2,093
+3% +$109K 1.09% 21
2024
Q3 		$4.19M Buy
79,495
+3,154
+4% +$164K 1.07% 21
2024
Q2 		$3.91M Buy
76,341
+4,243
+6% +$216K 1.07% 22
2024
Q1 		$3.7M Buy
72,098
+7,642
+12% +$391K 1.04% 21
2023
Q4 		$3.3M Buy
64,456
+5,089
+9% +$256K 1.02% 22
2023
Q3 		$2.96M Buy
59,367
+4,464
+8% +$223K 0.99% 26
2023
Q2 		$2.75M Sell
54,903
-21,675
-28% -$1.09M 0.9% 29
2023
Q1 		$3.85M Buy
76,578
+12,391
+19% +$622K 1.26% 16
2022
Q4 		$3.2M Sell
64,187
-1,555
-2% -$77K 1.14% 22
2022
Q3 		$3.24M Sell
65,742
-259
-0.4% -$13.1K 1.17% 21
2022
Q2 		$3.34M Sell
66,001
-14,959
-18% -$762K 1.14% 23
2022
Q1 		$4.19M Buy
80,960
+40,027
+98% +$2.11M 1.22% 15
2021
Q4 		$2.2M Buy
40,933
+4,458
+12% +$241K 0.63% 48
2021
Q3 		$1.99M Buy
36,475
+17,869
+96% +$979K 1.02% 27
2021
Q2 		$1.02M Buy
+18,606
New +$1.02M 0.32% 108

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

GSB Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 31% in Q3 2026, selling an estimated $1.69M and leaving 72,761 shares worth $3.73M. The position accounts for 0.76% of the portfolio, ranked #38.

GSB Wealth Management first reported a position in IGSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.52M in Q2 2026. 631 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • GSB Wealth Management held 72,761 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.73M as of Q3 2026.
  • GSB Wealth Management sold 32,484 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.69M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.76% of GSB Wealth Management's portfolio in Q3 2026, its #38 holding.
  • GSB Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • GSB Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.52M in Q2 2026.
  • 631 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.