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

Insight 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	$266K	Buy	5,072 +13	+0.3%	+$681	0.04%	122
2026 Q1	$266K	Buy	5,059 +43	+0.9%	+$2.27K	0.04%	103
2025 Q4	$265K	Sell	5,016 -6	-0.1%	-$318	0.04%	96
2025 Q3	$266K	Buy	5,022 +9	+0.2%	+$475	0.08%	99
2025 Q2	$264K	Buy	5,013 +22	+0.4%	+$1.15K	0.1%	92
2025 Q1	$261K	Sell	4,991 -45	-0.9%	-$2.34K	0.04%	92
2024 Q4	$260K	Buy	+5,036	New	+$262K	0.04%	85

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

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

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

Insight Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.26% in Q2 2026, buying an estimated $681 and bringing the position to 5,072 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #122.

Insight Wealth Partners first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q3 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Insight Wealth Partners held 5,072 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $266K as of Q2 2026.
Insight Wealth Partners bought 13 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $681.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #122 holding.
Insight Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Insight Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $266K in Q3 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.