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Higgins & Schmidt Wealth Strategies’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		– Sell
-5,992
Closed -$315K – 68
2026
Q1 		$315K Buy
+5,992
New +$317K 0.14% 48

Other funds holding IGSB

MMI
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Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Higgins & Schmidt Wealth Strategies's IGSB Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 5,992 shares — an estimated $315K sold.

Higgins & Schmidt Wealth Strategies first reported a position in IGSB in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 499 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 5,992 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $315K.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $315K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.