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

Monograph Wealth Advisors’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	$39.9M	Buy	761,949 +125,355	+20%	+$6.57M	3.28%	7
2026 Q1	$33.5M	Buy	636,594 +71,550	+13%	+$3.78M	3.17%	8
2025 Q4	$29.9M	Buy	565,044 +28,480	+5%	+$1.51M	2.93%	8
2025 Q3	$28.5M	Buy	536,564 +21,042	+4%	+$1.11M	2.88%	9
2025 Q2	$27.2M	Buy	515,522 +54,397	+12%	+$2.84M	3.35%	7
2025 Q1	$24.1M	Buy	461,125 +128,567	+39%	+$6.68M	3.29%	6
2024 Q4	$17.2M	Buy	332,558 +11,118	+3%	+$578K	2.27%	10
2024 Q3	$16.9M	Buy	321,440 +165,383	+106%	+$8.61M	2.2%	9
2024 Q2	$8M	Buy	156,057 +42,556	+37%	+$2.17M	1.17%	16
2024 Q1	$5.82M	Buy	113,501 +78,877	+228%	+$4.04M	0.85%	19
2023 Q4	$1.78M	Buy	+34,624	New	+$1.74M	0.32%	28
2023 Q3	–	Sell	-43,114	Closed	-$2.16M	–	126
2023 Q2	$2.16M	Buy	43,114 +895	+2%	+$45.1K	0.46%	21
2023 Q1	$2.13M	Buy	42,219 +1,959	+5%	+$98.4K	0.5%	19
2022 Q4	$2.01M	Buy	+40,260	New	+$1.99M	0.53%	18

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Monograph Wealth Advisors's IGSB Position: Q2 2026 in Review

Monograph Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 20% in Q2 2026, buying an estimated $6.57M and bringing the position to 761,949 shares worth $39.9M. The position accounts for 3.28% of the portfolio, ranked #7.

Monograph Wealth Advisors first reported a position in IGSB in Q4 2022 and has held it in 14 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Monograph Wealth Advisors held 761,949 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $39.9M as of Q2 2026.
Monograph Wealth Advisors bought 125,355 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.57M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.28% of Monograph Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Monograph Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 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 Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.