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

Mittelman 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 		$6.55M Sell
124,664
-11,230
-8% -$594K 4.09% 8
2025
Q4 		$7.19M Buy
135,894
+16,490
+14% +$873K 4.67% 9
2025
Q3 		$6.33M Buy
119,404
+44,904
+60% +$2.37M 4.15% 9
2025
Q2 		$3.93M Buy
74,500
+31,650
+74% +$1.65M 3.32% 9
2025
Q1 		$2.24M Buy
42,850
+17,054
+66% +$887K 2.02% 10
2024
Q4 		$1.33M Sell
25,796
-22,848
-47% -$1.19M 1.24% 13
2024
Q3 		$2.56M Buy
48,644
+27,794
+133% +$1.45M 1.46% 11
2024
Q2 		$1.07M Buy
20,850
+639
+3% +$32.6K 0.69% 34
2024
Q1 		$1.04M Buy
+20,211
New +$1.03M 0.7% 34

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

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

Mittelman Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.3% in Q1 2026, selling an estimated $594K and leaving 124,664 shares worth $6.55M. The position accounts for 4.09% of the portfolio, ranked #8.

Mittelman Wealth Management first reported a position in IGSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.19M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Mittelman Wealth Management held 124,664 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.55M as of Q1 2026.
  • Mittelman Wealth Management sold 11,230 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $594K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.09% of Mittelman Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Mittelman Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Mittelman Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.19M in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

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