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

Kingsview 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 		$1.54M Sell
29,421
-1,864
-6% -$97.7K 0.02% 619
2026
Q1 		$1.64M Sell
31,285
-274
-0.9% -$14.5K 0.02% 550
2025
Q4 		$1.67M Buy
31,559
+1,321
+4% +$69.9K 0.02% 513
2025
Q3 		$1.6M Sell
30,238
-5,194
-15% -$274K 0.02% 500
2025
Q2 		$1.87M Buy
35,432
+3,660
+12% +$191K 0.03% 449
2025
Q1 		$1.66M Buy
31,772
+2,203
+7% +$115K 0.03% 423
2024
Q4 		$1.53M Buy
29,569
+8,289
+39% +$431K 0.03% 453
2024
Q3 		$1.12M Sell
21,280
-1,446
-6% -$75.3K 0.02% 505
2024
Q2 		$1.16M Buy
22,726
+1,488
+7% +$75.9K 0.03% 469
2024
Q1 		$1.09M Sell
21,238
-1,233
-5% -$63.1K 0.03% 480
2023
Q4 		$1.15M Sell
22,471
-876
-4% -$44K 0.03% 426
2023
Q3 		$1.16M Sell
23,347
-79
-0.3% -$3.95K 0.04% 398
2023
Q2 		$1.18M Sell
23,426
-751
-3% -$37.8K 0.05% 359
2023
Q1 		$1.22M Sell
24,177
-6,070
-20% -$305K 0.05% 346
2022
Q4 		$1.51M Sell
30,247
-924
-3% -$45.7K 0.07% 275
2022
Q3 		$1.54M Sell
31,171
-2,677
-8% -$135K 0.07% 264
2022
Q2 		$1.71M Buy
33,848
+143
+0.4% +$7.28K 0.08% 245
2022
Q1 		$1.74M Sell
33,705
-28,314
-46% -$1.49M 0.08% 261
2021
Q4 		$3.34M Sell
62,019
-2,214
-3% -$120K 0.14% 159
2021
Q3 		$3.51M Buy
64,233
+13,106
+26% +$718K 0.17% 140
2021
Q2 		$2.8M Buy
51,127
+1,395
+3% +$76.4K 0.14% 167
2021
Q1 		$2.71M Buy
49,732
+22,896
+85% +$1.26M 0.15% 143
2020
Q4 		$1.48M Buy
26,836
+10,194
+61% +$560K 0.11% 198
2020
Q3 		$914K Buy
16,642
+7,488
+82% +$411K 0.08% 241
2020
Q2 		$501K Buy
9,154
+3,251
+55% +$175K 0.05% 328
2020
Q1 		$309K Buy
+5,903
New +$314K 0.04% 352
2017
Q4 		– Sell
-5,340
Closed -$281K – 413
2017
Q3 		$281K Sell
5,340
-88
-2% -$4.64K 0.12% 223
2017
Q2 		$286K Buy
+5,428
New +$286K 0.15% 188

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

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

Kingsview Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6% in Q2 2026, selling an estimated $97.7K and leaving 29,421 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #619.

Kingsview Wealth Management first reported a position in IGSB in Q2 2017 and has held it in 28 quarters since. The position peaked at $3.51M in Q3 2021. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kingsview Wealth Management held 29,421 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.54M as of Q2 2026.
  • Kingsview Wealth Management sold 1,864 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $97.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Kingsview Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2017 and has held it in 28 quarters since.
  • Kingsview Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.51M in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.