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

High Note Wealth’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 		$26.9K Sell
512
-1,194
-70% -$62.6K ﹤0.01% 247
2026
Q1 		$89.7K Hold
1,706
– – 0.02% 156
2025
Q4 		$90.2K Hold
1,706
– – 0.02% 152
2025
Q3 		$90.5K Buy
1,706
+1,631
+2,175% +$86.1K 0.02% 146
2025
Q2 		$3.98K Buy
+75
New +$3.92K ﹤0.01% 522
2025
Q1 		– Sell
-34
Closed -$1.77K – 880
2024
Q4 		$1.78K Buy
+34
New +$1.77K ﹤0.01% 711

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

High Note Wealth's IGSB Position: Q2 2026 in Review

High Note Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 70% in Q2 2026, selling an estimated $62.6K and leaving 512 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

High Note Wealth first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $90.5K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • High Note Wealth held 512 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $26.9K as of Q2 2026.
  • High Note Wealth sold 1,194 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $62.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #247 holding.
  • High Note Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $90.5K in Q3 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 High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.