NVWM LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

NVWM LLC’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	$1.45M	Buy	28,333 +1,793	+7%	+$93.1K	0.27%	106
2026 Q2	$1.39M	Sell	26,540 -2,550	-9%	-$134K	0.28%	108
2026 Q1	$1.53M	Sell	29,090 -30	-0.1%	-$1.59K	0.34%	91
2025 Q4	$1.54M	Sell	29,120 -18,694	-39%	-$990K	0.34%	89
2025 Q3	$2.54M	Buy	47,814 +100	+0.2%	+$5.28K	0.57%	46
2025 Q2	$2.52M	Buy	47,714 +11,413	+31%	+$596K	0.61%	43
2025 Q1	$1.9M	Buy	36,301 +16,023	+79%	+$833K	0.5%	52
2024 Q4	$1.05M	Buy	+20,278	New	+$1.05M	0.26%	115
2024 Q2	–	Sell	-1,000	Closed	-$51.3K	–	646
2024 Q1	$51.3K	Hold	1,000	–	–	0.01%	225
2023 Q4	$51.3K	Hold	1,000	–	–	0.02%	233
2023 Q3	$49.8K	Hold	1,000	–	–	0.02%	235
2023 Q2	$50.2K	Hold	1,000	–	–	0.02%	249
2023 Q1	$50.5K	Buy	+1,000	New	+$50.2K	0.02%	250

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

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

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

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

NVWM LLC's IGSB Position: Q3 2026 in Review

NVWM LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.8% in Q3 2026, buying an estimated $93.1K and bringing the position to 28,333 shares worth $1.45M. The position accounts for 0.27% of the portfolio, ranked #106.

NVWM LLC first reported a position in IGSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.54M in Q3 2025. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

NVWM LLC held 28,333 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.45M as of Q3 2026.
NVWM LLC bought 1,793 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $93.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.27% of NVWM LLC's portfolio in Q3 2026, its #106 holding.
NVWM LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
NVWM LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.54M in Q3 2025.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.