HWM
IGSB icon

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

HB 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 		$504K Sell
9,623
-3,250
-25% -$170K ﹤0.01% 1107
2026
Q1 		$677K Sell
12,873
-131
-1% -$6.92K ﹤0.01% 829
2025
Q4 		$688K Hold
13,004
– – ﹤0.01% 755
2025
Q3 		$690K Buy
13,004
+2,390
+23% +$126K ﹤0.01% 720
2025
Q2 		$560K Sell
10,614
-5,721
-35% -$299K ﹤0.01% 698
2025
Q1 		$855K Buy
16,335
+9,733
+147% +$506K 0.01% 586
2024
Q4 		$341K Hold
6,602
– – ﹤0.01% 763
2024
Q3 		$348K Sell
6,602
-21
-0.3% -$1.09K ﹤0.01% 709
2024
Q2 		$339K Hold
6,623
– – ﹤0.01% 670
2024
Q1 		$340K Buy
+6,623
New +$339K ﹤0.01% 619
2023
Q2 		– Sell
-6,602
Closed -$334K – 745
2023
Q1 		$334K Hold
6,602
– – 0.01% 505
2022
Q4 		$329K Buy
+6,602
New +$327K 0.01% 492

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 22.9% 1-Year Est. Return

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

HB Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q2 2026, selling an estimated $170K and leaving 9,623 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

HB Wealth Management first reported a position in IGSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $855K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • HB Wealth Management held 9,623 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $504K as of Q2 2026.
  • HB Wealth Management sold 3,250 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • HB Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • HB Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $855K in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.