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

Lifeworks 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 		$761K Buy
14,511
+9,404
+184% +$493K 0.08% 160
2026
Q1 		$268K Sell
5,107
-716
-12% -$37.8K 0.03% 260
2025
Q4 		$308K Buy
5,823
+24
+0.4% +$1.27K 0.04% 261
2025
Q3 		$308K Sell
5,799
-496
-8% -$26.2K 0.04% 256
2025
Q2 		$332K Hold
6,295
– – 0.05% 241
2025
Q1 		$330K Buy
6,295
+216
+4% +$11.2K 0.05% 238
2024
Q4 		$314K Sell
6,079
-102
-2% -$5.3K 0.06% 227
2024
Q3 		$325K Buy
+6,181
New +$322K 0.06% 216

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

Lifeworks Advisors's IGSB Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 184% in Q2 2026, buying an estimated $493K and bringing the position to 14,511 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #160.

Lifeworks Advisors first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Lifeworks Advisors held 14,511 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $761K as of Q2 2026.
  • Lifeworks Advisors bought 9,404 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $493K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #160 holding.
  • Lifeworks Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 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 Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.