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

Modern 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
Q2 		$1.09M Buy
20,743
+3,237
+18% +$170K 0.01% 502
2026
Q1 		$917K Buy
17,506
+2,391
+16% +$126K 0.02% 437
2025
Q4 		$799K Sell
15,115
-838
-5% -$44.4K 0.01% 447
2025
Q3 		$846K Buy
15,953
+3,036
+24% +$160K 0.02% 418
2025
Q2 		$682K Buy
+12,917
New +$675K 0.02% 429

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

Modern Wealth Management's IGSB Position: Q2 2026 in Review

Modern Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 18% in Q2 2026, buying an estimated $170K and bringing the position to 20,743 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #502.

Modern Wealth Management first reported a position in IGSB in Q2 2025 and has held it in 5 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Modern Wealth Management held 20,743 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.09M as of Q2 2026.
  • Modern Wealth Management bought 3,237 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Modern Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.