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

Maia 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 Q3	$5.4M	Buy	105,409 +26,667	+34%	+$1.39M	0.74%	33
2026 Q2	$4.13M	Buy	78,742 +21,659	+38%	+$1.14M	0.61%	48
2026 Q1	$3M	Buy	57,083 +14,106	+33%	+$746K	0.51%	56
2025 Q4	$2.28M	Buy	42,977 +19,869	+86%	+$1.05M	0.39%	74
2025 Q3	$1.22M	Buy	23,108 +17,774	+333%	+$938K	0.21%	122
2025 Q2	$281K	Buy	+5,334	New	+$279K	0.05%	264

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

CVS Health Woonsocket, Rhode Island $429M AUM 0.73% 1-Year Est. Return

Maia Wealth's IGSB Position: Q3 2026 in Review

Maia Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 34% in Q3 2026, buying an estimated $1.39M and bringing the position to 105,409 shares worth $5.4M. The position accounts for 0.74% of the portfolio, ranked #33.

Maia Wealth first reported a position in IGSB in Q2 2025 and has held it in 6 quarters since. 597 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Maia Wealth held 105,409 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.4M as of Q3 2026.
Maia Wealth bought 26,667 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.39M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.74% of Maia Wealth's portfolio in Q3 2026, its #33 holding.
Maia Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
597 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.