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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
Q3 		$2.4M Buy
46,817
+1,425
+3% +$74K 2.28% 14
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moneywise Inc's IGSB Position: Q3 2026 in Review

Moneywise Inc increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.1% in Q3 2026, buying an estimated $74K and bringing the position to 46,817 shares worth $2.4M. The position accounts for 2.28% of the portfolio, ranked #14.

Moneywise Inc first reported a position in IGSB in Q4 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Moneywise Inc held 46,817 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.4M as of Q3 2026.
  • Moneywise Inc bought 1,425 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $74K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.28% of Moneywise Inc's portfolio in Q3 2026, its #14 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 4 quarters since.
  • 682 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.