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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
Q2 		$781K Sell
14,905
-856
-5% -$44.9K 0.04% 196
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 $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

McKinley Carter Wealth Services's IGSB Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.4% in Q2 2026, selling an estimated $44.9K and leaving 14,905 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #196.

McKinley Carter Wealth Services first reported a position in IGSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $68M in Q4 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • McKinley Carter Wealth Services held 14,905 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $781K as of Q2 2026.
  • McKinley Carter Wealth Services sold 856 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #196 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 23 quarters since.
  • McKinley Carter Wealth Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $68M in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.