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

Pines 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
Q3 		$5.08M Buy
99,144
+1,739
+2% +$90.3K 1.44% 14
2026
Q2 		$5.1M Buy
97,405
+6,242
+7% +$327K 1.47% 15
2026
Q1 		$4.79M Buy
91,163
+3,081
+3% +$163K 1.55% 14
2025
Q4 		$4.66M Buy
88,082
+5,603
+7% +$297K 1.5% 16
2025
Q3 		$4.37M Buy
82,479
+372
+0.5% +$19.6K 1.47% 15
2025
Q2 		$4.31M Sell
82,107
-8,109
-9% -$424K 1.52% 14
2025
Q1 		$4.68M Sell
90,216
-2,296
-2% -$119K 2.16% 8
2024
Q4 		$4.77M Buy
+92,512
New +$4.81M 2.07% 11

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pines Wealth Management's IGSB Position: Q3 2026 in Review

Pines Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.8% in Q3 2026, buying an estimated $90.3K and bringing the position to 99,144 shares worth $5.08M. The position accounts for 1.44% of the portfolio, ranked #14.

Pines Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.1M in Q2 2026. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Pines Wealth Management held 99,144 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.08M as of Q3 2026.
  • Pines Wealth Management bought 1,739 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $90.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.44% of Pines Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Pines Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.1M in Q2 2026.
  • 924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.