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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JPL Wealth Management's IGSB Position: Q1 2026 in Review

JPL Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.7% in Q1 2026, buying an estimated $489K and bringing the position to 170,778 shares worth $8.98M. The position accounts for 2.06% of the portfolio, ranked #11.

JPL Wealth Management first reported a position in IGSB in Q4 2023 and has held it in 9 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • JPL Wealth Management held 170,778 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $8.98M as of Q1 2026.
  • JPL Wealth Management bought 9,251 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $489K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.06% of JPL Wealth Management's portfolio in Q1 2026, its #11 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 9 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.