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

Holos Integrated 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 Q3	$36.9K	Buy	+720	New	+$37.4K	0.02%	182

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

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

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Holos Integrated Wealth's IGSB Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 720 shares worth $36.9K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings.

325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Holos Integrated Wealth held 720 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $36.9K as of Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #182 holding.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.