JGP Wealth Management
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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
Q3 		$1.51M Buy
29,564
+3,669
+14% +$191K 0.13% 87
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

JGP Wealth Management's IGSB Position: Q3 2026 in Review

JGP Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q3 2026, buying an estimated $191K and bringing the position to 29,564 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #87.

JGP Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 7 quarters since. 496 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • JGP Wealth Management held 29,564 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.51M as of Q3 2026.
  • JGP Wealth Management bought 3,669 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $191K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of JGP Wealth Management's portfolio in Q3 2026, its #87 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 7 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.