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 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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PCG Wealth Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,575 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #164.

PCG Wealth Advisors first reported a position in IGSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

PCG Wealth Advisors held 4,575 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $240K as of Q2 2026.
PCG Wealth Advisors bought 575 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30.1K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #164 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 7 quarters since.
PCG Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $414K in Q4 2024.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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