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

Leo Wealth LLC’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 		$1.51M Sell
28,786
-954
-3% -$50.4K 0.11% 150
2025
Q4 		$1.57M Buy
29,740
+1,996
+7% +$106K 0.11% 141
2025
Q3 		$1.47M Buy
27,744
+733
+3% +$38.7K 0.19% 95
2025
Q2 		$1.43M Buy
27,011
+2,743
+11% +$143K 0.11% 143
2025
Q1 		$1.27M Buy
+24,268
New +$1.26M 0.18% 109

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Leo Wealth LLC's IGSB Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.2% in Q1 2026, selling an estimated $50.4K and leaving 28,786 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #150.

Leo Wealth LLC first reported a position in IGSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Leo Wealth LLC held 28,786 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.51M as of Q1 2026.
  • Leo Wealth LLC sold 954 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $50.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Leo Wealth LLC's portfolio in Q1 2026, its #150 holding.
  • Leo Wealth LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Leo Wealth LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.57M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.