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

IAG 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 Q1	–	Sell	-60	Closed	-$3.17K	–	517
2025 Q4	$3.17K	Hold	60	–	–	﹤0.01%	430
2025 Q3	$3.18K	Buy	+60	New	+$3.17K	﹤0.01%	448
2022 Q2	–	Sell	-362	Closed	-$19K	–	456
2022 Q1	$19K	Hold	362	–	–	0.01%	231
2021 Q4	$20K	Buy	+362	New	+$19.6K	0.01%	225
2020 Q3	–	Sell	-3	Closed	-$1K	–	396
2020 Q2	$1K	Sell	3 -687	-100%	-$37K	﹤0.01%	396
2020 Q1	$37K	Hold	690	–	–	0.02%	109
2019 Q4	$38K	Buy	+690	New	+$37K	0.02%	124

Other funds holding IGSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IAG Wealth Partners's IGSB Position: Q1 2026 in Review

IAG Wealth Partners sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 60 shares — an estimated $3.17K sold.

IAG Wealth Partners first reported a position in IGSB in Q4 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

IAG Wealth Partners reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 60 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.17K.
IAG Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
IAG Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $38K in Q4 2019.
1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.