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

Orca Wealth Management’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 		$288K Buy
5,502
+58
+1% +$3.04K 0.17% 65
2026
Q1 		$286K Buy
+5,444
New +$288K 0.2% 61

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Orca Wealth Management's IGSB Position: Q2 2026 in Review

Orca Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $3.04K and bringing the position to 5,502 shares worth $288K. The position accounts for 0.17% of the portfolio, ranked #65.

Orca Wealth Management first reported a position in IGSB in Q1 2026 and has held it in 2 quarters since. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Orca Wealth Management held 5,502 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $288K as of Q2 2026.
  • Orca Wealth Management bought 58 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.04K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Orca Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Orca Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.