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 Q3	$1.05M	Buy	20,439 +19,434	+1,934%	+$1.01M	0.2%	55
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	$53.2K	Hold	1,007	–	–	0.02%	133
2025 Q3	$53.4K	Buy	+1,007	New	+$53.2K	0.01%	159

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Highline Wealth Partners's IGSB Position: Q3 2026 in Review

Highline Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1,934% in Q3 2026, buying an estimated $1.01M and bringing the position to 20,439 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #55.

Highline Wealth Partners first reported a position in IGSB in Q3 2025 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Highline Wealth Partners held 20,439 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.05M as of Q3 2026.
Highline Wealth Partners bought 19,434 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.01M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Highline Wealth Partners's portfolio in Q3 2026, its #55 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 5 quarters since.
888 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.