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 Q3	$421K	Buy	8,214 +96	+1%	+$4.99K	0.07%	162
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Proactive Wealth Strategies's IGSB Position: Q3 2026 in Review

Proactive Wealth Strategies increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q3 2026, buying an estimated $4.99K and bringing the position to 8,214 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #162.

Proactive Wealth Strategies first reported a position in IGSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $426K in Q2 2026. 736 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Proactive Wealth Strategies held 8,214 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $421K as of Q3 2026.
Proactive Wealth Strategies bought 96 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.99K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Proactive Wealth Strategies's portfolio in Q3 2026, its #162 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 8 quarters since.
Proactive Wealth Strategies's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $426K in Q2 2026.
736 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.