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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Intergy Private Wealth's IGSB Position: Q2 2026 in Review

Intergy Private Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.4% in Q2 2026, selling an estimated $7.18K and leaving 5,590 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #106.

Intergy Private Wealth first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $301K in Q1 2026. 229 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Intergy Private Wealth held 5,590 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $293K as of Q2 2026.
  • Intergy Private Wealth sold 137 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.18K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #106 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 8 quarters since.
  • Intergy Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $301K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.