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

Paulson 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 		$13.2M Buy
+252,024
New +$13.2M 2.8% 10
2018
Q4 		– Sell
-4,496
Closed -$232K – 124
2018
Q3 		$232K Sell
4,496
-20
-0.4% -$1.04K 0.21% 109
2018
Q2 		$234K Sell
4,516
-446
-9% -$23.1K 0.23% 98
2018
Q1 		$258K Sell
4,962
-178
-3% -$9.26K 0.26% 92
2017
Q4 		$269K Buy
+5,140
New +$270K 0.24% 81

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

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

Paulson Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 252,024 shares worth $13.2M. The stake represents 2.8% of the portfolio and ranks #10 among its holdings. This is a return to the name: Paulson Wealth Management previously reported a position in IGSB as recently as Q3 2018.

Paulson Wealth Management first reported a position in IGSB in Q4 2017 and has held it in 5 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Paulson Wealth Management held 252,024 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.2M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Paulson Wealth Management position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.8% of Paulson Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Paulson Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.