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Independent Solutions Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Independent Solutions Wealth Management’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 		$910K Sell
17,354
-5,068
-23% -$266K 0.12% 131
2026
Q1 		$1.18M Buy
22,422
+17,199
+329% +$909K 0.17% 111
2025
Q4 		$276K Sell
5,223
-39
-0.7% -$2.06K 0.05% 152
2025
Q3 		$279K Sell
5,262
-47
-0.9% -$2.48K 0.05% 154
2025
Q2 		$280K Buy
5,309
+47
+0.9% +$2.46K 0.05% 154
2025
Q1 		$276K Hold
5,262
– – 0.06% 156
2024
Q4 		$272K Sell
5,262
-1,135
-18% -$59K 0.06% 147
2024
Q3 		$337K Sell
6,397
-2,443
-28% -$127K 0.08% 131
2024
Q2 		$453K Sell
8,840
-1,177
-12% -$60K 0.1% 122
2024
Q1 		$514K Sell
10,017
-620
-6% -$31.7K 0.12% 122
2023
Q4 		$545K Sell
10,637
-1,100
-9% -$55.2K 0.14% 115
2023
Q3 		$585K Sell
11,737
-122
-1% -$6.1K 0.15% 117
2023
Q2 		$595K Sell
11,859
-80
-0.7% -$4.03K 0.15% 118
2023
Q1 		$603K Buy
11,939
+790
+7% +$39.7K 0.18% 107
2022
Q4 		$555K Hold
11,149
– – 0.17% 116
2022
Q3 		$549K Hold
11,149
– – 0.18% 106
2022
Q2 		$564K Sell
11,149
-960
-8% -$48.9K 0.18% 108
2022
Q1 		$626K Sell
12,109
-950
-7% -$50.1K 0.15% 116
2021
Q4 		$704K Buy
13,059
+200
+2% +$10.8K 0.17% 112
2021
Q3 		$703K Buy
12,859
+144
+1% +$7.89K 0.17% 115
2021
Q2 		$697K Buy
12,715
+5,379
+73% +$295K 0.17% 114
2021
Q1 		$401K Sell
7,336
-190
-3% -$10.4K 0.11% 131
2020
Q4 		$415K Buy
7,526
+700
+10% +$38.5K 0.13% 123
2020
Q3 		$375K Buy
6,826
+2,100
+44% +$115K 0.14% 115
2020
Q2 		$259K Buy
+4,726
New +$255K 0.11% 129

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

Independent Solutions Wealth Management's IGSB Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 23% in Q2 2026, selling an estimated $266K and leaving 17,354 shares worth $910K. The position accounts for 0.12% of the portfolio, ranked #131.

Independent Solutions Wealth Management first reported a position in IGSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.18M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Independent Solutions Wealth Management held 17,354 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $910K as of Q2 2026.
  • Independent Solutions Wealth Management sold 5,068 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $266K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Independent Solutions Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Solutions Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.18M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.