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

JGP Wealth Management’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	$1.36M	Buy	25,895 +10,415	+67%	+$546K	0.12%	94
2026 Q1	$814K	Sell	15,480 -4,524	-23%	-$239K	0.08%	118
2025 Q4	$1.06M	Sell	20,004 -1,653	-8%	-$87.5K	0.11%	106
2025 Q3	$1.15M	Buy	+21,657	New	+$1.14M	0.13%	97
2024 Q2	–	Sell	-11,009	Closed	-$565K	–	172
2024 Q1	$565K	Buy	11,009 +4,167	+61%	+$213K	0.08%	116
2023 Q4	$351K	Buy	+6,842	New	+$344K	0.05%	134

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JGP Wealth Management's IGSB Position: Q2 2026 in Review

JGP Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 67% in Q2 2026, buying an estimated $546K and bringing the position to 25,895 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #94.

JGP Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

JGP Wealth Management held 25,895 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.36M as of Q2 2026.
JGP Wealth Management bought 10,415 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $546K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of JGP Wealth Management's portfolio in Q2 2026, its #94 holding.
JGP Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
366 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.