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

Journey Strategic 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
Q1 		$275K Buy
+5,240
New +$277K 0.01% 589

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Journey Strategic Wealth's IGSB Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026: 5,240 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings.

1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Journey Strategic Wealth held 5,240 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $275K as of Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Journey Strategic Wealth position in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #589 holding.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.