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

IVC Wealth Advisors’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 		$3.57M Buy
68,030
+4,962
+8% +$260K 1.39% 16
2026
Q1 		$3.31M Buy
63,068
+2,036
+3% +$108K 1.44% 14
2025
Q4 		$3.23M Sell
61,032
-236
-0.4% -$12.5K 1.4% 15
2025
Q3 		$3.25M Buy
61,268
+1,709
+3% +$90.2K 1.45% 15
2025
Q2 		$3.14M Buy
59,559
+8,977
+18% +$469K 1.53% 16
2025
Q1 		$2.65M Buy
50,582
+7,284
+17% +$379K 1.42% 13
2024
Q4 		$2.24M Buy
43,298
+447
+1% +$23.2K 1.25% 15
2024
Q3 		$2.26M Buy
42,851
+468
+1% +$24.4K 1.24% 16
2024
Q2 		$2.17M Buy
42,383
+1,978
+5% +$101K 1.21% 17
2024
Q1 		$2.07M Buy
40,405
+2,466
+6% +$126K 1.2% 15
2023
Q4 		$1.95M Sell
37,939
-845
-2% -$42.4K 1.21% 16
2023
Q3 		$1.93M Sell
38,784
-2,286
-6% -$114K 1.29% 13
2023
Q2 		$2.06M Sell
41,070
-51
-0.1% -$2.57K 1.3% 11
2023
Q1 		$2.08M Sell
41,121
-9,220
-18% -$463K 1.47% 10
2022
Q4 		$2.51M Sell
50,341
-2,635
-5% -$130K 1.85% 5
2022
Q3 		$2.61M Buy
52,976
+2,610
+5% +$132K 2.1% 5
2022
Q2 		$2.55M Buy
50,366
+3,513
+7% +$179K 1.97% 5
2022
Q1 		$2.42M Buy
46,853
+4,021
+9% +$212K 1.59% 8
2021
Q4 		$2.31M Buy
42,832
+6,204
+17% +$336K 1.49% 10
2021
Q3 		$2M Buy
36,628
+2,413
+7% +$132K 1.38% 13
2021
Q2 		$1.88M Buy
34,215
+6,715
+24% +$368K 1.32% 14
2021
Q1 		$1.5M Buy
27,500
+6,787
+33% +$373K 1.18% 17
2020
Q4 		$1.14M Buy
+20,713
New +$1.14M 1.09% 22

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IVC Wealth Advisors's IGSB Position: Q2 2026 in Review

IVC Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 7.9% in Q2 2026, buying an estimated $260K and bringing the position to 68,030 shares worth $3.57M. The position accounts for 1.39% of the portfolio, ranked #16.

IVC Wealth Advisors first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • IVC Wealth Advisors held 68,030 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.57M as of Q2 2026.
  • IVC Wealth Advisors bought 4,962 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $260K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.39% of IVC Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • IVC Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.