Summit Wealth Group, LLC/OK’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Summit Wealth Group, LLC/OK’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	$2.49M	Sell	48,617 -22,216	-31%	-$1.15M	4.22%	7
2026 Q2	$3.71M	Buy	70,833 +6,372	+10%	+$334K	4.82%	6
2026 Q1	$3.39M	Buy	64,461 +14,519	+29%	+$767K	4.73%	5
2025 Q4	$2.64M	Buy	+49,942	New	+$2.64M	2.72%	10

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Summit Wealth Group, LLC/OK's IGSB Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 31% in Q3 2026, selling an estimated $1.15M and leaving 48,617 shares worth $2.49M. The position accounts for 4.22% of the portfolio, ranked #7.

Summit Wealth Group, LLC/OK first reported a position in IGSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.71M in Q2 2026. 688 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Summit Wealth Group, LLC/OK held 48,617 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.49M as of Q3 2026.
Summit Wealth Group, LLC/OK sold 22,216 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.15M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 4.22% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #7 holding.
Summit Wealth Group, LLC/OK first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.71M in Q2 2026.
688 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.