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

Mowery & Schoenfeld 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
Q1 		– Sell
-139
Closed -$7.35K – 425
2025
Q4 		$7.35K Buy
+139
New +$7.36K 0.01% 280

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IGSB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 139 shares — an estimated $7.35K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IGSB in Q4 2025 and held it in 1 quarter. The position peaked at $7.35K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 139 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.35K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.35K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.