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

Heartwood Wealth Advisors’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 		$334K Hold
6,366
– – 0.03% 181
2026
Q1 		$335K Buy
6,366
+150
+2% +$7.93K 0.03% 164
2025
Q4 		$329K Hold
6,216
– – 0.03% 152
2025
Q3 		$330K Hold
6,216
– – 0.03% 151
2025
Q2 		$328K Hold
6,216
– – 0.03% 143
2025
Q1 		$326K Buy
+6,216
New +$323K 0.04% 129

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

Heartwood Wealth Advisors's IGSB Position: Q2 2026 in Review

Heartwood Wealth Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 6,366 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #181.

Heartwood Wealth Advisors first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $335K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Heartwood Wealth Advisors held 6,366 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $334K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Heartwood Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Heartwood Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $335K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.