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

Physician 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	$22.4K	Sell	427 -119	-22%	-$6.24K	﹤0.01%	627
2026 Q1	$28.7K	Buy	546 +368	+207%	+$19.5K	﹤0.01%	531
2025 Q4	$9.39K	Sell	178 -34	-16%	-$1.8K	﹤0.01%	793
2025 Q3	$11.2K	Sell	212 -33,402	-99%	-$1.76M	﹤0.01%	726
2025 Q2	$1.77M	Sell	33,614 -2,181	-6%	-$114K	0.28%	52
2025 Q1	$1.87M	Sell	35,795 -6,000	-14%	-$312K	0.32%	49
2024 Q4	$2.16M	Buy	41,795 +2,102	+5%	+$109K	0.37%	44
2024 Q3	$2.07M	Buy	39,693 +673	+2%	+$35K	0.37%	42
2024 Q2	$2.01M	Buy	39,020 +1,568	+4%	+$80K	0.37%	44
2024 Q1	$1.9M	Buy	37,452 +2,075	+6%	+$106K	0.4%	43
2023 Q4	$1.81M	Buy	35,377 +612	+2%	+$30.7K	0.4%	38
2023 Q3	$1.73M	Buy	34,765 +1,420	+4%	+$71K	0.45%	36
2023 Q2	$1.67M	Buy	33,345 +132	+0.4%	+$6.65K	0.41%	35
2023 Q1	$1.67M	Sell	33,213 -400	-1%	-$20.1K	0.44%	34
2022 Q4	$1.7M	Sell	33,613 -1,822	-5%	-$90.2K	0.46%	34
2022 Q3	$1.75M	Buy	35,435 +3,338	+10%	+$168K	0.54%	32
2022 Q2	$1.64M	Sell	32,097 -1,029	-3%	-$52.4K	0.48%	35
2022 Q1	$1.69M	Buy	33,126 +10,506	+46%	+$554K	0.45%	42
2021 Q4	$1.21M	Sell	22,620 -650	-3%	-$35.2K	0.32%	47
2021 Q3	$1.27M	Buy	23,270 +1,132	+5%	+$62K	0.35%	47
2021 Q2	$1.22M	Buy	22,138 +1,474	+7%	+$80.8K	0.35%	46
2021 Q1	$1.13M	Buy	20,664 +98	+0.5%	+$5.38K	0.37%	44
2020 Q4	$1.13M	Sell	20,566 -48,292	-70%	-$2.65M	0.39%	43
2020 Q3	$3.77M	Buy	68,858 +6,720	+11%	+$369K	1.51%	17
2020 Q2	$3.42M	Buy	62,138 +11,991	+24%	+$646K	1.38%	19
2020 Q1	$2.68M	Buy	50,147 +44,963	+867%	+$2.39M	1.34%	22
2019 Q4	$279K	Buy	5,184 +941	+22%	+$50.5K	0.12%	92
2019 Q3	$228K	Buy	+4,243	New	+$227K	0.11%	94

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

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

Physician Wealth Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 22% in Q2 2026, selling an estimated $6.24K and leaving 427 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Physician Wealth Advisors first reported a position in IGSB in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.77M in Q3 2020. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Physician Wealth Advisors held 427 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $22.4K as of Q2 2026.
Physician Wealth Advisors sold 119 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.24K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #627 holding.
Physician Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.77M in Q3 2020.
495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.