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

Kingswood Wealth Advisors’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 		$1.25M Buy
23,765
+45
+0.2% +$2.36K 0.05% 359
2026
Q1 		$1.25M Buy
23,720
+1,574
+7% +$83.2K 0.06% 326
2025
Q4 		$1.17M Buy
22,146
+644
+3% +$34.1K 0.06% 321
2025
Q3 		$1.14M Sell
21,502
-283
-1% -$14.9K 0.07% 293
2025
Q2 		$1.15M Buy
21,785
+1,351
+7% +$70.6K 0.09% 234
2025
Q1 		$1.07M Buy
20,434
+140
+0.7% +$7.28K 0.1% 228
2024
Q4 		$1.05M Buy
20,294
+13,971
+221% +$726K 0.08% 262
2024
Q3 		$333K Sell
6,323
-2,154
-25% -$112K 0.02% 551
2024
Q2 		$434K Sell
8,477
-888
-9% -$45.3K 0.04% 425
2024
Q1 		$480K Buy
9,365
+188
+2% +$9.62K 0.06% 359
2023
Q4 		$471K Buy
9,177
+2,612
+40% +$131K 0.05% 360
2023
Q3 		$327K Buy
+6,565
New +$328K 0.06% 313

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

Kingswood Wealth Advisors's IGSB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.19% in Q2 2026, buying an estimated $2.36K and bringing the position to 23,765 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #359.

Kingswood Wealth Advisors first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Kingswood Wealth Advisors held 23,765 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.25M as of Q2 2026.
  • Kingswood Wealth Advisors bought 45 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.36K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • Kingswood Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.25M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.