LVW Advisors
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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
Q3 		$350K Sell
6,832
-3,271
-32% -$170K 0.03% 334
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVW Advisors's IGSB Position: Q3 2026 in Review

LVW Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 32% in Q3 2026, selling an estimated $170K and leaving 6,832 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #334.

LVW Advisors first reported a position in IGSB in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.95M in Q4 2022. 620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • LVW Advisors held 6,832 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $350K as of Q3 2026.
  • LVW Advisors sold 3,271 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $170K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #334 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 13 quarters since.
  • LVW Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.95M in Q4 2022.
  • 620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.