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

Perspective 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 		$932K Sell
17,784
-22,806
-56% -$1.2M 0.51% 36
2026
Q1 		$2.13M Buy
+40,590
New +$2.15M 1.38% 23

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

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

Perspective Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 56% in Q2 2026, selling an estimated $1.2M and leaving 17,784 shares worth $932K. The position accounts for 0.51% of the portfolio, ranked #36.

Perspective Wealth Advisors first reported a position in IGSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.13M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Perspective Wealth Advisors held 17,784 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $932K as of Q2 2026.
  • Perspective Wealth Advisors sold 22,806 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.2M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.51% of Perspective Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Perspective Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Perspective Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.13M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.