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

Medallion Wealth Advisors’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 		$17.7K Buy
336
+206
+158% +$10.9K 0.01% 674
2025
Q4 		$6.87K Hold
130
– – ﹤0.01% 808
2025
Q3 		$6.89K Hold
130
– – ﹤0.01% 816
2025
Q2 		$6.83K Hold
130
– – ﹤0.01% 790
2025
Q1 		$6.79K Hold
130
– – ﹤0.01% 745
2024
Q4 		$6.72K Buy
+130
New +$6.76K ﹤0.01% 714

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

Medallion Wealth Advisors's IGSB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 158% in Q1 2026, buying an estimated $10.9K and bringing the position to 336 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #674.

Medallion Wealth Advisors first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Medallion Wealth Advisors held 336 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $17.7K as of Q1 2026.
  • Medallion Wealth Advisors bought 206 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $10.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #674 holding.
  • Medallion Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.