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

Proactive Wealth Strategies’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 		$426K Buy
8,118
+92
+1% +$4.82K 0.07% 158
2026
Q1 		$422K Buy
8,026
+4,042
+101% +$214K 0.08% 156
2025
Q4 		$211K Buy
3,984
+71
+2% +$3.76K 0.08% 146
2025
Q3 		$208K Buy
3,913
+12
+0.3% +$633 0.09% 136
2025
Q2 		$206K Buy
3,901
+43
+1% +$2.25K 0.1% 133
2025
Q1 		$202K Buy
+3,858
New +$201K 0.11% 130
2024
Q4 		– Sell
-4,042
Closed -$213K – 135
2024
Q3 		$213K Buy
+4,042
New +$210K 0.12% 122

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Proactive Wealth Strategies's IGSB Position: Q2 2026 in Review

Proactive Wealth Strategies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $4.82K and bringing the position to 8,118 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #158.

Proactive Wealth Strategies first reported a position in IGSB in Q3 2024 and has held it in 7 quarters since. 735 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Proactive Wealth Strategies held 8,118 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $426K as of Q2 2026.
  • Proactive Wealth Strategies bought 92 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.82K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Proactive Wealth Strategies's portfolio in Q2 2026, its #158 holding.
  • Proactive Wealth Strategies first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 735 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.