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

MA Private Wealth’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 		$386K Sell
7,371
-1,872
-20% -$98.1K 0.06% 71
2026
Q1 		$486K Sell
9,243
-757
-8% -$40K 0.08% 67
2025
Q4 		$529K Sell
10,000
-3,623
-27% -$192K 0.09% 64
2025
Q3 		$722K Sell
13,623
-4,203
-24% -$222K 0.12% 56
2025
Q2 		$940K Sell
17,826
-116,036
-87% -$6.06M 0.17% 54
2025
Q1 		$7.01M Sell
133,862
-6,543
-5% -$340K 1.32% 16
2024
Q4 		$7.26M Buy
140,405
+12,032
+9% +$625K 1.36% 16
2024
Q3 		$6.76M Sell
128,373
-15,104
-11% -$786K 1.26% 16
2024
Q2 		$7.35M Sell
143,477
-14,547
-9% -$742K 1.45% 16
2024
Q1 		$8.1M Buy
158,024
+11,162
+8% +$571K 1.64% 15
2023
Q4 		$7.53M Sell
146,862
-28,485
-16% -$1.43M 1.6% 16
2023
Q3 		$8.74M Buy
+175,347
New +$8.77M 2.06% 14
2022
Q2 		– Sell
-5,001
Closed -$259K – 70
2022
Q1 		$259K Sell
5,001
-4,327
-46% -$228K 0.05% 78
2021
Q4 		$503K Sell
9,328
-12,050
-56% -$652K 0.09% 61
2021
Q3 		$1.17M Sell
21,378
-40,108
-65% -$2.2M 0.23% 44
2021
Q2 		$3.37M Buy
61,486
+17,036
+38% +$933K 0.67% 32
2021
Q1 		$2.43M Buy
+44,450
New +$2.44M 0.51% 34

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

MA Private Wealth's IGSB Position: Q2 2026 in Review

MA Private Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 20% in Q2 2026, selling an estimated $98.1K and leaving 7,371 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #71.

MA Private Wealth first reported a position in IGSB in Q1 2021 and has held it in 17 quarters since. The position peaked at $8.74M in Q3 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MA Private Wealth held 7,371 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $386K as of Q2 2026.
  • MA Private Wealth sold 1,872 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $98.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of MA Private Wealth's portfolio in Q2 2026, its #71 holding.
  • MA Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • MA Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.74M in Q3 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.