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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
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

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

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. 1,007 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.
  • 1,007 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.