PWM
IGSB icon

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
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

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pines Wealth Management's IGSB Position: Q1 2026 in Review

Pines Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.5% in Q1 2026, buying an estimated $163K and bringing the position to 91,163 shares worth $4.79M. The position accounts for 1.55% of the portfolio, ranked #14.

Pines Wealth Management first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Pines Wealth Management held 91,163 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.79M as of Q1 2026.
  • Pines Wealth Management bought 3,081 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $163K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.55% of Pines Wealth Management's portfolio in Q1 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 6 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.