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

Perigon 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
Q2 		$863K Buy
16,458
+70
+0.4% +$3.67K 0.01% 647
2026
Q1 		$861K Sell
16,388
-2,624
-14% -$139K 0.02% 581
2025
Q4 		$1.01M Buy
19,012
+440
+2% +$23.3K 0.02% 544
2025
Q3 		$985K Sell
18,572
-223
-1% -$11.8K 0.02% 514
2025
Q2 		$992K Sell
18,795
-1,115
-6% -$58.3K 0.02% 470
2025
Q1 		$1.04M Sell
19,910
-1,439
-7% -$74.8K 0.03% 439
2024
Q4 		$1.11M Sell
21,349
-4,940
-19% -$257K 0.03% 427
2024
Q3 		$1.38M Sell
26,289
-371
-1% -$19.3K 0.04% 357
2024
Q2 		$1.37M Sell
26,660
-682
-2% -$34.8K 0.04% 306
2024
Q1 		$1.4M Buy
27,342
+3,956
+17% +$202K 0.04% 300
2023
Q4 		$1.2M Sell
23,386
-678
-3% -$34K 0.04% 304
2023
Q3 		$1.2M Buy
24,064
+3,244
+16% +$162K 0.05% 280
2023
Q2 		$1.04M Buy
20,820
+3,124
+18% +$157K 0.04% 312
2023
Q1 		$894K Buy
17,696
+69
+0.4% +$3.46K 0.05% 291
2022
Q4 		$878K Buy
17,627
+7,852
+80% +$389K 0.05% 292
2022
Q3 		$482K Sell
9,775
-243
-2% -$12.3K 0.04% 337
2022
Q2 		$506K Sell
10,018
-1,760
-15% -$89.6K 0.04% 329
2022
Q1 		$609K Buy
11,778
+692
+6% +$36.5K 0.04% 316
2021
Q4 		$597K Sell
11,086
-11,453
-51% -$620K 0.04% 303
2021
Q3 		$1.23M Buy
22,539
+2,809
+14% +$154K 0.11% 176
2021
Q2 		$1.08M Buy
19,730
+1,575
+9% +$86.3K 0.1% 184
2021
Q1 		$993K Sell
18,155
-1,159
-6% -$63.6K 0.1% 186
2020
Q4 		$1.07M Buy
+19,314
New +$1.06M 0.12% 140
2016
Q4 		– Sell
-192
Closed -$10K – 730
2016
Q3 		$10K Hold
192
– – ﹤0.01% 476
2016
Q2 		$10K Buy
+192
New +$10.1K ﹤0.01% 372

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Perigon Wealth Management's IGSB Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.43% in Q2 2026, buying an estimated $3.67K and bringing the position to 16,458 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #647.

Perigon Wealth Management first reported a position in IGSB in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.4M in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Perigon Wealth Management held 16,458 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $863K as of Q2 2026.
  • Perigon Wealth Management bought 70 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.67K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Perigon Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.4M in Q1 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.