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

Pension & Wealth Management 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	$481K	Sell	9,172 -204	-2%	-$10.7K	0.13%	108
2026 Q1	$493K	Sell	9,376 -1,019	-10%	-$53.9K	0.15%	99
2025 Q4	$550K	Sell	10,395 -5,136	-33%	-$272K	0.16%	87
2025 Q3	$824K	Sell	15,531 -1,014	-6%	-$53.5K	0.26%	62
2025 Q2	$873K	Buy	16,545 +6	+0%	+$313	0.29%	52
2025 Q1	$866K	Buy	16,539 +4,574	+38%	+$238K	0.32%	52
2024 Q4	$619K	Buy	+11,965	New	+$622K	0.25%	68
2024 Q1	–	Sell	-3,602	Closed	-$185K	–	356
2023 Q4	$185K	Buy	+3,602	New	+$181K	0.12%	95

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's IGSB Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.2% in Q2 2026, selling an estimated $10.7K and leaving 9,172 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #108.

Pension & Wealth Management Advisors first reported a position in IGSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $873K in Q2 2025. 973 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Pension & Wealth Management Advisors held 9,172 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $481K as of Q2 2026.
Pension & Wealth Management Advisors sold 204 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.7K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #108 holding.
Pension & Wealth Management Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pension & Wealth Management Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $873K in Q2 2025.
973 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.