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

MTC 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 		$13.4M Buy
255,420
+21,976
+9% +$1.16M 6.38% 4
2025
Q4 		$12.3M Sell
233,444
-1,742
-0.7% -$92.2K 5.79% 6
2025
Q3 		$12.5M Sell
235,186
-1,508
-0.6% -$79.6K 5.81% 6
2025
Q2 		$12.5M Sell
236,694
-7,791
-3% -$407K 6% 6
2025
Q1 		$12.8M Buy
244,485
+173,271
+243% +$9.01M 6.29% 6
2024
Q4 		$3.68M Sell
71,214
-617
-0.9% -$32.1K 1.77% 12
2024
Q3 		$3.78M Buy
71,831
+633
+0.9% +$32.9K 1.71% 12
2024
Q2 		$3.65M Sell
71,198
-3,647
-5% -$186K 1.74% 12
2024
Q1 		$3.84M Sell
74,845
-2,835
-4% -$145K 1.76% 11
2023
Q4 		$3.98M Sell
77,680
-140
-0.2% -$7.03K 1.85% 11
2023
Q3 		$3.88M Sell
77,820
-104,320
-57% -$5.22M 1.91% 11
2023
Q2 		$9.14M Sell
182,140
-36,787
-17% -$1.85M 4.41% 10
2023
Q1 		$11.1M Sell
218,927
-131,027
-37% -$6.58M 5.69% 9
2022
Q4 		$17.4M Sell
349,954
-47,080
-12% -$2.33M 9.27% 6
2022
Q3 		$19.6M Sell
397,034
-169,806
-30% -$8.57M 11.06% 4
2022
Q2 		$28.7M Sell
566,840
-428,808
-43% -$21.8M 15.29% 2
2022
Q1 		$51.5M Buy
995,648
+100,845
+11% +$5.32M 17.61% 1
2021
Q4 		$48.2M Buy
894,803
+39,405
+5% +$2.13M 17.34% 1
2021
Q3 		$46.7M Buy
855,398
+35,912
+4% +$1.97M 17.92% 1
2021
Q2 		$44.9K Buy
819,486
+41,281
+5% +$2.26M 0.04% 7
2021
Q1 		$42.6M Buy
+778,205
New +$42.7M 18.04% 1

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MTC Wealth Management's IGSB Position: Q1 2026 in Review

MTC Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.4% in Q1 2026, buying an estimated $1.16M and bringing the position to 255,420 shares worth $13.4M. The position accounts for 6.38% of the portfolio, ranked #4.

MTC Wealth Management first reported a position in IGSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $51.5M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • MTC Wealth Management held 255,420 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.4M as of Q1 2026.
  • MTC Wealth Management bought 21,976 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.16M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.38% of MTC Wealth Management's portfolio in Q1 2026, its #4 holding.
  • MTC Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • MTC Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $51.5M in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on MTC Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.