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

Maridea Wealth Management’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 		$974K Buy
18,582
+5,086
+38% +$267K 0.11% 198
2026
Q1 		$709K Buy
13,496
+1,176
+10% +$62.2K 0.1% 202
2025
Q4 		$651K Buy
12,320
+3,609
+41% +$191K 0.1% 200
2025
Q3 		$463K Buy
8,711
+3,561
+69% +$188K 0.07% 261
2025
Q2 		$272K Buy
5,150
+722
+16% +$37.7K 0.07% 226
2025
Q1 		$232K Buy
+4,428
New +$230K 0.08% 205

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

Maridea Wealth Management's IGSB Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 38% in Q2 2026, buying an estimated $267K and bringing the position to 18,582 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #198.

Maridea Wealth Management first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Maridea Wealth Management held 18,582 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $974K as of Q2 2026.
  • Maridea Wealth Management bought 5,086 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $267K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.11% of Maridea Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Maridea Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.