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 Q3	$40.7M	Buy	794,273 +32,324	+4%	+$1.68M	3.17%	8
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Monograph Wealth Advisors's IGSB Position: Q3 2026 in Review

Monograph Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 4.2% in Q3 2026, buying an estimated $1.68M and bringing the position to 794,273 shares worth $40.7M. The position accounts for 3.17% of the portfolio, ranked #8.

Monograph Wealth Advisors first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. 682 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Monograph Wealth Advisors held 794,273 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $40.7M as of Q3 2026.
Monograph Wealth Advisors bought 32,324 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.68M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.17% of Monograph Wealth Advisors's portfolio in Q3 2026, its #8 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 15 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 Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.