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IGSB icon

GWN Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

GWN Securities’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 		$1.58M Buy
30,207
+1,928
+7% +$101K 0.26% 99
2026
Q1 		$1.49M Buy
28,279
+317
+1% +$16.8K 0.28% 89
2025
Q4 		$1.48M Buy
27,962
+1,307
+5% +$69.2K 0.3% 85
2025
Q3 		$1.41M Sell
26,655
-569
-2% -$30K 0.33% 79
2025
Q2 		$1.44M Sell
27,224
-6,668
-20% -$348K 0.27% 84
2025
Q1 		$1.77M Buy
33,892
+27,048
+395% +$1.41M 0.1% 217
2024
Q4 		$354K Buy
+6,844
New +$356K 0.09% 209

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

GWN Securities's IGSB Position: Q2 2026 in Review

GWN Securities increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.8% in Q2 2026, buying an estimated $101K and bringing the position to 30,207 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #99.

GWN Securities first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • GWN Securities held 30,207 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.58M as of Q2 2026.
  • GWN Securities bought 1,928 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.26% of GWN Securities's portfolio in Q2 2026, its #99 holding.
  • GWN Securities first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.77M in Q1 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 GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.