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

Highline Wealth Partners’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 		$52.7K Sell
1,005
-2,458
-71% -$129K 0.01% 224
2026
Q1 		$182K Buy
3,463
+2,456
+244% +$130K 0.05% 86
2025
Q4 		$53.3K Hold
1,007
– – 0.02% 133
2025
Q3 		$53.4K Buy
+1,007
New +$53.2K 0.01% 159

Other funds holding IGSB

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
JC
JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Highline Wealth Partners's IGSB Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 71% in Q2 2026, selling an estimated $129K and leaving 1,005 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #224.

Highline Wealth Partners first reported a position in IGSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $182K in Q1 2026. 151 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Highline Wealth Partners held 1,005 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $52.7K as of Q2 2026.
  • Highline Wealth Partners sold 2,458 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $129K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Highline Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $182K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.