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 Q3	$16.1M	Buy	313,908 +61,884	+25%	+$3.21M	3.34%	8
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Paulson Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q3 2026, buying an estimated $3.21M and bringing the position to 313,908 shares worth $16.1M. The position accounts for 3.34% of the portfolio, ranked #8.

Paulson Wealth Management first reported a position in IGSB in Q4 2017 and has held it in 6 quarters since. 682 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Paulson Wealth Management held 313,908 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $16.1M as of Q3 2026.
Paulson Wealth Management bought 61,884 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.21M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.34% of Paulson Wealth Management's portfolio in Q3 2026, its #8 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 6 quarters since.
682 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.