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

Mission Wealth Management’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 		– Sell
-4,068
Closed -$215K – 750
2025
Q4 		$215K Buy
+4,068
New +$215K ﹤0.01% 682
2018
Q1 		– Sell
-7,320
Closed -$383K – 247
2017
Q4 		$383K Sell
7,320
-240
-3% -$12.6K 0.07% 128
2017
Q3 		$398K Sell
7,560
-1,168
-13% -$61.5K 0.07% 118
2017
Q2 		$460K Sell
8,728
-170
-2% -$8.95K 0.09% 103
2017
Q1 		$468K Sell
8,898
-156
-2% -$8.19K 0.09% 102
2016
Q4 		$475K Buy
9,054
+1,206
+15% +$63.4K 0.09% 96
2016
Q3 		$415K Sell
7,848
-110
-1% -$5.82K 0.1% 97
2016
Q2 		$422K Sell
7,958
-2,498
-24% -$132K 0.11% 91
2016
Q1 		$551K Sell
10,456
-325,070
-97% -$17M 0.15% 71
2015
Q4 		$17.5M Buy
335,526
+7,176
+2% +$377K 4.94% 5
2015
Q3 		$17.3M Sell
328,350
-50,134
-13% -$2.63M 5.23% 6
2015
Q2 		$20M Buy
+378,484
New +$20M 6.83% 4

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

Mission Wealth Management's IGSB Position: Q1 2026 in Review

Mission Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 4,068 shares — an estimated $215K sold.

Mission Wealth Management first reported a position in IGSB in Q2 2015 and held it in 12 quarters. The position peaked at $20M in Q2 2015. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Mission Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 4,068 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $215K.
  • Mission Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2015 and held it in 12 quarters.
  • Mission Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20M in Q2 2015.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.