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One Wealth Management Investment & Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q2 		$212K Buy
+4,041
New +$212K 0.22% 51

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B
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Envestnet Asset Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's IGSB Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 4,041 shares worth $212K. The stake represents 0.22% of the portfolio and ranks #51 among its holdings.

823 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 4,041 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $212K as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new One Wealth Management Investment & Advisory Services position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.22% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #51 holding.
  • 823 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.