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

LVW 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	$529K	Sell	10,103 -5,058	-33%	-$265K	0.05%	230
2026 Q1	$797K	Buy	15,161 +3,397	+29%	+$180K	0.08%	138
2025 Q4	$622K	Buy	+11,764	New	+$623K	0.06%	159
2025 Q1	–	Sell	-67,840	Closed	-$3.51M	–	308
2024 Q4	$3.51M	Buy	67,840 +1,249	+2%	+$64.9K	0.42%	39
2024 Q3	$3.51M	Buy	66,591 +2,072	+3%	+$108K	0.45%	36
2024 Q2	$3.31M	Buy	64,519 +295	+0.5%	+$15K	0.48%	33
2024 Q1	$3.29M	Sell	64,224 -902	-1%	-$46.2K	0.56%	31
2023 Q4	$3.34M	Hold	65,126	–	–	0.63%	30
2023 Q3	$3.25M	Sell	65,126 -1,220	-2%	-$61K	0.67%	34
2023 Q2	$3.33M	Buy	66,346 +416	+0.6%	+$21K	0.64%	41
2023 Q1	$3.33M	Sell	65,930 -53,472	-45%	-$2.68M	0.65%	43
2022 Q4	$5.95M	Buy	+119,402	New	+$5.91M	1.21%	15

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

LVW Advisors's IGSB Position: Q2 2026 in Review

LVW Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 33% in Q2 2026, selling an estimated $265K and leaving 10,103 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #230.

LVW Advisors first reported a position in IGSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.95M in Q4 2022. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

LVW Advisors held 10,103 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $529K as of Q2 2026.
LVW Advisors sold 5,058 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $265K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #230 holding.
LVW Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
LVW Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.95M in Q4 2022.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.