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Laurel Wealth Advisors (North Carolina)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$673K Buy
12,837
+325
+3% +$17K 0.07% 132
2026
Q1 		$657K Buy
12,512
+2,249
+22% +$119K 0.06% 130
2025
Q4 		$543K Buy
+10,263
New +$543K 0.07% 132
2025
Q2 		– Sell
-1,763
Closed -$92.3K – 417
2025
Q1 		$92.3K Hold
1,763
– – 0.01% 247
2024
Q4 		$91.1K Hold
1,763
– – 0.01% 249
2024
Q3 		$92.8K Hold
1,763
– – 0.01% 244
2024
Q2 		$90.3K Buy
1,763
+18
+1% +$918 0.02% 236
2024
Q1 		$89.5K Buy
1,745
+10
+0.6% +$512 0.02% 246
2023
Q4 		$88.9K Buy
1,735
+21
+1% +$1.05K 0.02% 239
2023
Q3 		$85.4K Buy
1,714
+15
+0.9% +$750 0.02% 234
2023
Q2 		$85.2K Buy
1,699
+13
+0.8% +$655 0.02% 239
2023
Q1 		$85.2K Buy
1,686
+8
+0.5% +$402 0.02% 238
2022
Q4 		$83.6K Buy
1,678
+15
+0.9% +$743 0.02% 220
2022
Q3 		$82K Buy
1,663
+8
+0.5% +$404 0.02% 214
2022
Q2 		$84K Buy
1,655
+7
+0.4% +$356 0.02% 213
2022
Q1 		$85K Buy
1,648
+4
+0.2% +$211 0.02% 232
2021
Q4 		$89K Buy
1,644
+11
+0.7% +$596 0.02% 223
2021
Q3 		$89K Sell
1,633
-2,244
-58% -$123K 0.02% 220
2021
Q2 		$212K Buy
3,877
+1,507
+64% +$82.6K 0.05% 166
2021
Q1 		$130K Buy
2,370
+750
+46% +$41.2K 0.03% 187
2020
Q4 		$89K Hold
1,620
– – 0.02% 205
2020
Q3 		$89K Hold
1,620
– – 0.03% 189
2020
Q2 		$89K Buy
1,620
+4
+0.2% +$215 0.03% 181
2020
Q1 		$85K Buy
1,616
+8
+0.5% +$426 0.03% 176
2019
Q4 		$86K Buy
1,608
+16
+1% +$858 0.03% 197
2019
Q3 		$85K Buy
1,592
+12
+0.8% +$642 0.03% 194
2019
Q2 		$84K Buy
1,580
+13
+0.8% +$687 0.03% 192
2019
Q1 		$83K Buy
1,567
+8
+0.5% +$418 0.03% 192
2018
Q4 		$81K Buy
+1,559
New +$80.4K 0.03% 180

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

Laurel Wealth Advisors (North Carolina)'s IGSB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.6% in Q2 2026, buying an estimated $17K and bringing the position to 12,837 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #132.

Laurel Wealth Advisors (North Carolina) first reported a position in IGSB in Q4 2018 and has held it in 29 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 12,837 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $673K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 325 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #132 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.