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Moneywise Inc’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Moneywise Inc’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 		$2.38M Buy
45,392
+8,926
+24% +$468K 0.89% 31
2026
Q1 		$1.92M Buy
36,466
+7,989
+28% +$422K 0.84% 31
2025
Q4 		$1.51M Buy
+28,477
New +$1.51M 0.63% 33

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Moneywise Inc's IGSB Position: Q2 2026 in Review

Moneywise Inc increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 24% in Q2 2026, buying an estimated $468K and bringing the position to 45,392 shares worth $2.38M. The position accounts for 0.89% of the portfolio, ranked #31.

Moneywise Inc first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Moneywise Inc held 45,392 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.38M as of Q2 2026.
  • Moneywise Inc bought 8,926 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $468K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.89% of Moneywise Inc's portfolio in Q2 2026, its #31 holding.
  • Moneywise Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.