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

Presilium Private Wealth’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 		$20.9M Buy
398,214
+34,333
+9% +$1.8M 3.2% 11
2026
Q1 		$19.1M Buy
363,881
+19,475
+6% +$1.03M 3.37% 11
2025
Q4 		$18.2M Buy
344,406
+20,689
+6% +$1.1M 3.33% 11
2025
Q3 		$17.2M Buy
323,717
+24,534
+8% +$1.29M 3.26% 11
2025
Q2 		$15.8M Buy
299,183
+21,973
+8% +$1.15M 3.23% 11
2025
Q1 		$14.5M Sell
277,210
-105,709
-28% -$5.5M 3.25% 11
2024
Q4 		$19.8M Buy
382,919
+23,385
+7% +$1.22M 4.55% 8
2024
Q3 		$18.9M Buy
359,534
+21,736
+6% +$1.13M 4.36% 8
2024
Q2 		$17.3M Buy
337,798
+22,512
+7% +$1.15M 4.37% 8
2024
Q1 		$16.2M Buy
315,286
+5,330
+2% +$273K 4.29% 8
2023
Q4 		$15.9M Sell
309,956
-220,412
-42% -$11.1M 4.53% 8
2023
Q3 		$26.4M Buy
530,368
+61,552
+13% +$3.08M 8.41% 4
2023
Q2 		$23.5M Buy
468,816
+34,381
+8% +$1.73M 8.06% 4
2023
Q1 		$22M Buy
434,435
+20,316
+5% +$1.02M 8.47% 4
2022
Q4 		$20.6M Buy
+414,119
New +$20.5M 8.66% 4

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Presilium Private Wealth's IGSB Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.4% in Q2 2026, buying an estimated $1.8M and bringing the position to 398,214 shares worth $20.9M. The position accounts for 3.2% of the portfolio, ranked #11.

Presilium Private Wealth first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.4M in Q3 2023. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Presilium Private Wealth held 398,214 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $20.9M as of Q2 2026.
  • Presilium Private Wealth bought 34,333 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.8M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 3.2% of Presilium Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Presilium Private Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Presilium Private Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $26.4M in Q3 2023.
  • 1,002 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.