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 Q3	$288K	Buy	5,629 +557	+11%	+$28.9K	0.04%	113
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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Insight Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2026, buying an estimated $28.9K and bringing the position to 5,629 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #113.

Insight Wealth Partners first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. 620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Insight Wealth Partners held 5,629 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $288K as of Q3 2026.
Insight Wealth Partners bought 557 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $28.9K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #113 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 8 quarters since.
620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.