Orca Wealth Management
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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
Q3 		$285K Buy
5,562
+60
+1% +$3.12K 0.17% 65
2026
Q2 		$288K Buy
5,502
+58
+1% +$3.04K 0.17% 65
2026
Q1 		$286K Buy
+5,444
New +$288K 0.2% 61

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AssetMark Inc
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Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
TD Private Client Wealth
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Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Orca Wealth Management's IGSB Position: Q3 2026 in Review

Orca Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q3 2026, buying an estimated $3.12K and bringing the position to 5,562 shares worth $285K. 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 3 quarters since. The position peaked at $288K in Q2 2026. 455 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Orca Wealth Management held 5,562 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $285K as of Q3 2026.
  • Orca Wealth Management bought 60 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.12K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Orca Wealth Management's portfolio in Q3 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 3 quarters since.
  • Orca Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $288K in Q2 2026.
  • 455 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.