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

Olistico Wealth’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	$2.92K	Hold	57	–	–	﹤0.01%	329
2026 Q2	$2.99K	Hold	57	–	–	﹤0.01%	308
2026 Q1	$3K	Hold	57	–	–	﹤0.01%	310
2025 Q4	$3.01K	Buy	+57	New	+$3.02K	﹤0.01%	305
2025 Q3	–	Sell	-57	Closed	-$3.01K	–	204
2025 Q2	$3.01K	Hold	57	–	–	﹤0.01%	318
2025 Q1	$2.98K	Buy	+57	New	+$2.96K	﹤0.01%	290

Other funds holding IGSB

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

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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Olistico Wealth's IGSB Position: Q3 2026 in Review

Olistico Wealth held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q3 2026 at 57 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Olistico Wealth first reported a position in IGSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.01K in Q4 2025. 290 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Olistico Wealth held 57 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.92K as of Q3 2026.
Olistico Wealth left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #329 holding.
Olistico Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Olistico Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.01K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.