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

Intergy Private Wealth’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	$289K	Buy	5,643 +53	+0.9%	+$2.75K	0.06%	104
2026 Q2	$293K	Sell	5,590 -137	-2%	-$7.18K	0.07%	106
2026 Q1	$301K	Buy	5,727 +106	+2%	+$5.6K	0.09%	88
2025 Q4	$297K	Sell	5,621 -1	-0%	-$53	0.09%	87
2025 Q3	$298K	Buy	5,622 +60	+1%	+$3.17K	0.09%	82
2025 Q2	$293K	Buy	5,562 +293	+6%	+$15.3K	0.1%	79
2025 Q1	$276K	Sell	5,269 -142	-3%	-$7.38K	0.1%	75
2024 Q4	$280K	Buy	5,411 +534	+11%	+$27.8K	0.1%	75
2024 Q3	$257K	Buy	+4,877	New	+$254K	0.1%	75

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Intergy Private Wealth's IGSB Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.95% in Q3 2026, buying an estimated $2.75K and bringing the position to 5,643 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #104.

Intergy Private Wealth first reported a position in IGSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $301K in Q1 2026. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Intergy Private Wealth held 5,643 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $289K as of Q3 2026.
Intergy Private Wealth bought 53 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.75K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #104 holding.
Intergy Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Intergy Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $301K in Q1 2026.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.