MCWS
IGSB icon

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

McKinley Carter Wealth Services’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
Q1 		$828K Sell
15,761
-3,891
-20% -$206K 0.05% 182
2025
Q4 		$1.04M Sell
19,652
-8,603
-30% -$455K 0.06% 174
2025
Q3 		$1.5M Sell
28,255
-1,498
-5% -$79.1K 0.08% 141
2025
Q2 		$1.57M Sell
29,753
-2,550
-8% -$133K 0.09% 133
2025
Q1 		$1.69M Sell
32,303
-4,780
-13% -$249K 0.1% 124
2024
Q4 		$1.92M Sell
37,083
-29,579
-44% -$1.54M 0.12% 110
2024
Q3 		$3.51M Sell
66,662
-400,727
-86% -$20.9M 0.21% 83
2024
Q2 		$23.9M Buy
467,389
+15,185
+3% +$775K 1.53% 13
2024
Q1 		$23.2M Buy
452,204
+21,049
+5% +$1.08M 1.55% 12
2023
Q4 		$22.1M Sell
431,155
-21,824
-5% -$1.1M 1.62% 12
2023
Q3 		$22.6M Sell
452,979
-514,480
-53% -$25.7M 1.8% 12
2023
Q2 		$48.5M Buy
967,459
+2,684
+0.3% +$135K 3.64% 7
2023
Q1 		$48.8M Buy
964,775
+21,712
+2% +$1.09M 3.81% 7
2022
Q4 		$47M Sell
943,063
-36,781
-4% -$1.82M 3.98% 4
2022
Q3 		$48.3M Sell
979,844
-320,353
-25% -$16.2M 4.49% 3
2022
Q2 		$65.7M Sell
1,300,197
-12,096
-0.9% -$616K 5.82% 3
2022
Q1 		$67.9M Buy
1,312,293
+50,968
+4% +$2.69M 5.31% 3
2021
Q4 		$68M Buy
1,261,325
+40,800
+3% +$2.21M 5.07% 3
2021
Q3 		$66.7M Buy
1,220,525
+512,265
+72% +$28.1M 5.47% 3
2021
Q2 		$38.8M Buy
708,260
+75,400
+12% +$4.13M 3.21% 7
2021
Q1 		$34.6M Buy
632,860
+554,993
+713% +$30.5M 2.96% 6
2020
Q4 		$4.3M Buy
+77,867
New +$4.28M 0.56% 56

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McKinley Carter Wealth Services's IGSB Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 20% in Q1 2026, selling an estimated $206K and leaving 15,761 shares worth $828K. The position accounts for 0.05% of the portfolio, ranked #182.

McKinley Carter Wealth Services first reported a position in IGSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $68M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • McKinley Carter Wealth Services held 15,761 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $828K as of Q1 2026.
  • McKinley Carter Wealth Services sold 3,891 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $206K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #182 holding.
  • McKinley Carter Wealth Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $68M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.