PW Nova Financial Services
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PW Nova Financial Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

PW Nova Financial Services’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 		$6.58M Buy
128,389
+76,840
+149% +$3.99M 1.34% 17
2026
Q2 		$2.7M Buy
+51,549
New +$2.7M 0.58% 47
2026
Q1 		– Sell
-23,261
Closed -$1.23M – 63
2025
Q4 		$1.23M Buy
+23,261
New +$1.23M 0.47% 48

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PW Nova Financial Services's IGSB Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 149% in Q3 2026, buying an estimated $3.99M and bringing the position to 128,389 shares worth $6.58M. The position accounts for 1.34% of the portfolio, ranked #17.

PW Nova Financial Services first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • PW Nova Financial Services held 128,389 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $6.58M as of Q3 2026.
  • PW Nova Financial Services bought 76,840 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.99M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.34% of PW Nova Financial Services's portfolio in Q3 2026, its #17 holding.
  • PW Nova Financial Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.