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

Peloton Wealth Strategists’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
Q1 		$701K Buy
13,328
+1,456
+12% +$77K 0.28% 66
2025
Q4 		$628K Buy
11,872
+589
+5% +$31.2K 0.24% 73
2025
Q3 		$598K Sell
11,283
-85
-0.7% -$4.49K 0.24% 75
2025
Q2 		$600K Sell
11,368
-492
-4% -$25.7K 0.24% 73
2025
Q1 		$621K Sell
11,860
-307
-3% -$16K 0.26% 73
2024
Q4 		$629K Buy
12,167
+810
+7% +$42.1K 0.25% 73
2024
Q3 		$598K Buy
11,357
+793
+8% +$41.3K 0.24% 75
2024
Q2 		$541K Sell
10,564
-645
-6% -$32.9K 0.22% 74
2024
Q1 		$575K Buy
11,209
+313
+3% +$16K 0.23% 73
2023
Q4 		$559K Buy
10,896
+1,446
+15% +$72.6K 0.24% 73
2023
Q3 		$471K Buy
9,450
+103
+1% +$5.15K 0.22% 77
2023
Q2 		$469K Sell
9,347
-774
-8% -$39K 0.21% 75
2023
Q1 		$512K Buy
10,121
+796
+9% +$40K 0.23% 71
2022
Q4 		$465K Sell
9,325
-669
-7% -$33.1K 0.22% 74
2022
Q3 		$493K Sell
9,994
-1,956
-16% -$98.7K 0.26% 70
2022
Q2 		$604K Sell
11,950
-951
-7% -$48.4K 0.29% 68
2022
Q1 		$667K Buy
12,901
+391
+3% +$20.6K 0.28% 69
2021
Q4 		$674K Buy
12,510
+2,815
+29% +$152K 0.27% 70
2021
Q3 		$530K Sell
9,695
-1,299
-12% -$71.1K 0.22% 73
2021
Q2 		$603K Buy
10,994
+2,088
+23% +$114K 0.25% 70
2021
Q1 		$487K Buy
8,906
+501
+6% +$27.5K 0.23% 68
2020
Q4 		$464K Buy
8,405
+1,442
+21% +$79.3K 0.23% 67
2020
Q3 		$382K Hold
6,963
– – 0.21% 66
2020
Q2 		$381K Sell
6,963
-401
-5% -$21.6K 0.24% 64
2020
Q1 		$386K Buy
7,364
+2,975
+68% +$158K 0.31% 63
2019
Q4 		$235K Sell
4,389
-766
-15% -$41.1K 0.14% 69
2019
Q3 		$277K Buy
5,155
+104
+2% +$5.56K 0.18% 65
2019
Q2 		$270K Hold
5,051
– – 0.18% 63
2019
Q1 		$267K Buy
+5,051
New +$264K 0.18% 60
2018
Q3 		– Sell
-4,258
Closed -$221K – 57
2018
Q2 		$221K Hold
4,258
– – 0.16% 60
2018
Q1 		$221K Buy
+4,258
New +$222K 0.17% 61

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peloton Wealth Strategists's IGSB Position: Q1 2026 in Review

Peloton Wealth Strategists increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q1 2026, buying an estimated $77K and bringing the position to 13,328 shares worth $701K. The position accounts for 0.28% of the portfolio, ranked #66.

Peloton Wealth Strategists first reported a position in IGSB in Q1 2018 and has held it in 31 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Peloton Wealth Strategists held 13,328 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $701K as of Q1 2026.
  • Peloton Wealth Strategists bought 1,456 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $77K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Peloton Wealth Strategists's portfolio in Q1 2026, its #66 holding.
  • Peloton Wealth Strategists first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.