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

NerdWallet Wealth Partners’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 		$4.9M Buy
+95,597
New +$4.97M 1.54% 11

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UBS Group
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Raymond James Financial
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Focus Partners Wealth
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

NerdWallet Wealth Partners's IGSB Position: Q3 2026 in Review

NerdWallet Wealth Partners opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 95,597 shares worth $4.9M. The stake represents 1.54% of the portfolio and ranks #11 among its holdings.

839 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • NerdWallet Wealth Partners held 95,597 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.9M as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new NerdWallet Wealth Partners position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.54% of NerdWallet Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • 839 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.