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

Outlook Wealth Advisors’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 		$5.62M Buy
107,144
+1,081
+1% +$56.7K 1.21% 17
2026
Q1 		$5.57M Sell
106,063
-10,907
-9% -$577K 1.35% 14
2025
Q4 		$6.19M Sell
116,970
-224
-0.2% -$11.9K 1.4% 17
2025
Q3 		$6.21M Buy
117,194
+12,071
+11% +$637K 1.55% 11
2025
Q2 		$5.55M Buy
105,123
+2,723
+3% +$142K 1.43% 13
2025
Q1 		$5.36M Buy
102,400
+9,545
+10% +$496K 1.49% 13
2024
Q4 		$4.8M Buy
92,855
+849
+0.9% +$44.1K 1.38% 15
2024
Q3 		$4.85M Buy
92,006
+3,538
+4% +$184K 1.39% 15
2024
Q2 		$487K Buy
88,468
+2,725
+3% +$139K 0.15% 134
2024
Q1 		$4.4M Buy
+85,743
New +$4.39M 1.36% 15
2021
Q2 		– Sell
-26,987
Closed -$1.48M – 218
2021
Q1 		$1.48M Sell
26,987
-1,217
-4% -$66.8K 0.51% 52
2020
Q4 		$1.56M Sell
28,204
-697
-2% -$38.3K 0.57% 48
2020
Q3 		$1.59M Sell
28,901
-5,280
-15% -$290K 0.63% 40
2020
Q2 		$1.87M Sell
34,181
-1,865
-5% -$100K 0.79% 32
2020
Q1 		$1.89M Buy
+36,046
New +$1.92M 1.07% 27

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Outlook Wealth Advisors's IGSB Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1% in Q2 2026, buying an estimated $56.7K and bringing the position to 107,144 shares worth $5.62M. The position accounts for 1.21% of the portfolio, ranked #17.

Outlook Wealth Advisors first reported a position in IGSB in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.21M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Outlook Wealth Advisors held 107,144 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.62M as of Q2 2026.
  • Outlook Wealth Advisors bought 1,081 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $56.7K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.21% of Outlook Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Outlook Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Outlook Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $6.21M in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.