Guardian Wealth Advisors (North Carolina)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$38.3K	Buy	+729	New	+$38.5K	﹤0.01%	455
2025 Q3	–	Sell	-217	Closed	-$11.5K	–	442
2025 Q2	$11.5K	Hold	217	–	–	﹤0.01%	477
2025 Q1	$11.4K	Sell	217 -19,299	-99%	-$1M	﹤0.01%	457
2024 Q4	$1.01M	Buy	+19,516	New	+$1.01M	0.08%	132
2024 Q1	–	Sell	-1,032	Closed	-$52.9K	–	466
2023 Q4	$52.9K	Buy	+1,032	New	+$51.8K	0.01%	300
2023 Q3	–	Sell	-36	Closed	-$1.81K	–	434
2023 Q2	$1.81K	Hold	36	–	–	﹤0.01%	391
2023 Q1	$1.82K	Sell	36 -1,280	-97%	-$64.3K	﹤0.01%	384
2022 Q4	$65.6K	Buy	+1,316	New	+$65.2K	0.01%	243

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IGSB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 729 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in IGSB as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in IGSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 729 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $38.3K as of Q1 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #455 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.