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

PCG 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 Q3	$240K	Buy	4,675 +100	+2%	+$5.19K	0.05%	170
2026 Q2	$240K	Buy	4,575 +575	+14%	+$30.1K	0.05%	164
2026 Q1	$210K	Hold	4,000	–	–	0.05%	159
2025 Q4	$212K	Hold	4,000	–	–	0.06%	148
2025 Q3	$212K	Hold	4,000	–	–	0.06%	143
2025 Q2	$211K	Hold	4,000	–	–	0.11%	85
2025 Q1	$209K	Sell	4,000 -4,000	-50%	-$208K	0.07%	127
2024 Q4	$414K	Buy	+8,000	New	+$416K	0.15%	92

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

PCG Wealth Advisors's IGSB Position: Q3 2026 in Review

PCG Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.2% in Q3 2026, buying an estimated $5.19K and bringing the position to 4,675 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #170.

PCG Wealth Advisors first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $414K in Q4 2024. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

PCG Wealth Advisors held 4,675 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $240K as of Q3 2026.
PCG Wealth Advisors bought 100 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.19K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q3 2026, its #170 holding.
PCG Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
PCG Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $414K in Q4 2024.
736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on PCG Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.