Premier Path Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Premier Path Wealth Partners’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	$204K	Sell	3,975 -25,709	-87%	-$1.34M	0.02%	374
2026 Q2	$1.56M	Buy	29,684 +2,404	+9%	+$126K	0.18%	118
2026 Q1	$1.43M	Buy	27,280 +15,627	+134%	+$826K	0.19%	122
2025 Q4	$616K	Buy	11,653 +6,510	+127%	+$345K	0.08%	229
2025 Q3	$273K	Buy	5,143 +484	+10%	+$25.5K	0.04%	346
2025 Q2	$246K	Buy	4,659 +319	+7%	+$16.7K	0.03%	348
2025 Q1	$227K	Buy	+4,340	New	+$226K	0.04%	352

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Maryland Capital Advisors Chester, Maryland $319M AUM

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Premier Path Wealth Partners's IGSB Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 87% in Q3 2026, selling an estimated $1.34M and leaving 3,975 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #374.

Premier Path Wealth Partners first reported a position in IGSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2026. 325 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Premier Path Wealth Partners held 3,975 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $204K as of Q3 2026.
Premier Path Wealth Partners sold 25,709 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.34M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Premier Path Wealth Partners's portfolio in Q3 2026, its #374 holding.
Premier Path Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Premier Path Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.56M in Q2 2026.
325 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.