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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
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

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

Premier Path Wealth Partners's IGSB Position: Q1 2026 in Review

Premier Path Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 134% in Q1 2026, buying an estimated $826K and bringing the position to 27,280 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #122.

Premier Path Wealth Partners first reported a position in IGSB in Q1 2025 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Premier Path Wealth Partners held 27,280 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.43M as of Q1 2026.
  • Premier Path Wealth Partners bought 15,627 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $826K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.19% of Premier Path Wealth Partners's portfolio in Q1 2026, its #122 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 5 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 Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.