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

Integrated Wealth Concepts’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 		$7.68M Buy
146,102
+67,418
+86% +$3.56M 0.06% 298
2025
Q4 		$4.16M Sell
78,684
-63,027
-44% -$3.34M 0.05% 336
2025
Q3 		$7.51M Buy
141,711
+7,692
+6% +$406K 0.07% 279
2025
Q2 		$7.07M Buy
134,019
+14,957
+13% +$781K 0.07% 266
2025
Q1 		$6.24M Buy
119,062
+14,016
+13% +$729K 0.07% 265
2024
Q4 		$5.43M Buy
105,046
+17,977
+21% +$935K 0.06% 278
2024
Q3 		$4.59M Buy
87,069
+297
+0.3% +$15.5K 0.06% 309
2024
Q2 		$4.45M Buy
86,772
+871
+1% +$44.4K 0.06% 288
2024
Q1 		$4.4M Sell
85,901
-5,069
-6% -$259K 0.06% 289
2023
Q4 		$4.66M Sell
90,970
-26,591
-23% -$1.34M 0.08% 249
2023
Q3 		$5.86M Sell
117,561
-3,010
-2% -$151K 0.1% 208
2023
Q2 		$6.05M Buy
120,571
+5,785
+5% +$291K 0.1% 207
2023
Q1 		$5.8M Buy
114,786
+951
+0.8% +$47.7K 0.12% 175
2022
Q4 		$5.67M Sell
113,835
-4,844
-4% -$240K 0.15% 139
2022
Q3 		$5.85M Sell
118,679
-2,036
-2% -$103K 0.19% 112
2022
Q2 		$6.1M Sell
120,715
-6,716
-5% -$342K 0.19% 114
2022
Q1 		$6.59M Sell
127,431
-21,679
-15% -$1.14M 0.2% 106
2021
Q4 		$8.03M Sell
149,110
-11,481
-7% -$622K 0.24% 83
2021
Q3 		$8.78M Sell
160,591
-10,126
-6% -$555K 0.29% 75
2021
Q2 		$9.36M Buy
170,717
+2,614
+2% +$143K 0.33% 67
2021
Q1 		$9.19M Buy
168,103
+20,113
+14% +$1.1M 0.38% 57
2020
Q4 		$8.16M Buy
147,990
+6,370
+4% +$350K 0.39% 62
2020
Q3 		$7.78M Buy
141,620
+2,178
+2% +$120K 0.48% 48
2020
Q2 		$7.63M Buy
139,442
+18,149
+15% +$978K 0.55% 48
2020
Q1 		$6.35M Buy
121,293
+13,712
+13% +$730K 0.59% 46
2019
Q4 		$5.77M Buy
107,581
+3,242
+3% +$174K 0.49% 51
2019
Q3 		$5.6M Buy
104,339
+1,355
+1% +$72.5K 0.63% 42
2019
Q2 		$5.52M Buy
102,984
+2,803
+3% +$148K 0.72% 42
2019
Q1 		$5.29M Buy
100,181
+3,022
+3% +$158K 0.9% 35
2018
Q4 		$5.02M Sell
97,159
-2,539
-3% -$131K 1.36% 20
2018
Q3 		$5.16M Buy
99,698
+2,502
+3% +$130K 1.56% 14
2018
Q2 		$5.03M Sell
97,196
-586
-0.6% -$30.4K 1.72% 13
2018
Q1 		$5.07M Sell
97,782
-2,532
-3% -$132K 2.03% 12
2017
Q4 		$5.24M Buy
+100,314
New +$5.26M 2.24% 12

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's IGSB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 86% in Q1 2026, buying an estimated $3.56M and bringing the position to 146,102 shares worth $7.68M. The position accounts for 0.06% of the portfolio, ranked #298.

Integrated Wealth Concepts first reported a position in IGSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.36M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Integrated Wealth Concepts held 146,102 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.68M as of Q1 2026.
  • Integrated Wealth Concepts bought 67,418 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.56M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #298 holding.
  • Integrated Wealth Concepts first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Integrated Wealth Concepts's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9.36M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.