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

JPL 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 		$8.52M Sell
162,617
-8,161
-5% -$428K 1.69% 16
2026
Q1 		$8.98M Buy
170,778
+9,251
+6% +$489K 2.06% 11
2025
Q4 		$8.54M Buy
161,527
+8,638
+6% +$457K 2.08% 11
2025
Q3 		$8.11M Buy
152,889
+3,772
+3% +$199K 1.92% 8
2025
Q2 		$7.87M Buy
149,117
+5,792
+4% +$303K 2.12% 7
2025
Q1 		$7.51M Buy
143,325
+7,247
+5% +$377K 2.14% 7
2024
Q4 		$7.04M Buy
+136,078
New +$7.07M 2.01% 8
2024
Q2 		$3.88M Buy
75,817
+5,972
+9% +$305K 1.9% 11
2024
Q1 		$3.58M Buy
69,845
+12,720
+22% +$651K 1.98% 7
2023
Q4 		$2.93M Buy
+57,125
New +$2.87M 2.11% 4

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

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

JPL Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.8% in Q2 2026, selling an estimated $428K and leaving 162,617 shares worth $8.52M. The position accounts for 1.69% of the portfolio, ranked #16.

JPL Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.98M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • JPL Wealth Management held 162,617 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.52M as of Q2 2026.
  • JPL Wealth Management sold 8,161 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $428K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.69% of JPL Wealth Management's portfolio in Q2 2026, its #16 holding.
  • JPL Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • JPL Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.98M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.