MW
IGSB icon

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

MBL 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 		– Sell
-3,930
Closed -$207K – 397
2026
Q1 		$207K Sell
3,930
-200
-5% -$10.6K 0.02% 323
2025
Q4 		$218K Sell
4,130
-590
-13% -$31.2K 0.02% 278
2025
Q3 		$250K Hold
4,720
– – 0.02% 223
2025
Q2 		$249K Sell
4,720
-200
-4% -$10.4K 0.02% 209
2025
Q1 		$258K Sell
4,920
-440
-8% -$22.9K 0.03% 198
2024
Q4 		$277K Sell
5,360
-805
-13% -$41.8K 0.03% 184
2024
Q3 		$325K Sell
6,165
-1,650
-21% -$85.9K 0.03% 159
2024
Q2 		$400K Sell
7,815
-6,195
-44% -$316K 0.04% 141
2024
Q1 		$718K Sell
14,010
-2,760
-16% -$141K 0.08% 105
2023
Q4 		$860K Buy
16,770
+8,015
+92% +$402K 0.11% 91
2023
Q3 		$436K Buy
+8,755
New +$438K 0.06% 119

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

MBL Wealth's IGSB Position: Q2 2026 in Review

MBL Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 3,930 shares — an estimated $207K sold.

MBL Wealth first reported a position in IGSB in Q3 2023 and held it in 11 quarters. The position peaked at $860K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • MBL Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MBL Wealth sold 3,930 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $207K.
  • MBL Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
  • MBL Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $860K in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.