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

MASECO 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
Q3 		$3.01M Buy
58,695
+2,420
+4% +$126K 0.08% 42
2026
Q2 		$2.95M Sell
56,275
-380
-0.7% -$19.9K 0.08% 40
2026
Q1 		$2.98M Buy
56,655
+1,749
+3% +$92.4K 0.09% 40
2025
Q4 		$2.9M Buy
+54,906
New +$2.91M 0.13% 34
2025
Q3 		– Sell
-61,318
Closed -$3.23M – 379
2025
Q2 		$3.23M Buy
+61,318
New +$3.2M 0.12% 40

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

MASECO Private Wealth's IGSB Position: Q3 2026 in Review

MASECO Private Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.3% in Q3 2026, buying an estimated $126K and bringing the position to 58,695 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #42.

MASECO Private Wealth first reported a position in IGSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23M in Q2 2025. 682 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • MASECO Private Wealth held 58,695 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.01M as of Q3 2026.
  • MASECO Private Wealth bought 2,420 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $126K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of MASECO Private Wealth's portfolio in Q3 2026, its #42 holding.
  • MASECO Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.23M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.