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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
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

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Bank of America
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Morgan Stanley
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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 $761B AUM 31.28% 1-Year Est. Return