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

Quotient 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
Q2 		$987K Sell
18,825
-9,356
-33% -$490K 0.02% 135
2026
Q1 		$1.48M Sell
28,181
-1,169,486
-98% -$61.8M 0.04% 97
2025
Q4 		$63.3M Sell
1,197,667
-358,763
-23% -$19M 1.69% 19
2025
Q3 		$82.5M Buy
1,556,430
+62,565
+4% +$3.3M 2.26% 14
2025
Q2 		$78.8M Buy
1,493,865
+23,918
+2% +$1.25M 2.32% 14
2025
Q1 		$77M Buy
1,469,947
+49,021
+3% +$2.55M 2.46% 14
2024
Q4 		$73.5M Buy
1,420,926
+30,594
+2% +$1.59M 2.4% 12
2024
Q3 		$73.2M Buy
1,390,332
+26,766
+2% +$1.39M 2.41% 12
2024
Q2 		$69.9M Sell
1,363,566
-828,732
-38% -$42.3M 2.45% 12
2024
Q1 		$112M Buy
2,192,298
+276,183
+14% +$14.1M 4.01% 10
2023
Q4 		$98.2M Buy
+1,916,115
New +$96.2M 3.81% 10

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

Quotient Wealth Partners's IGSB Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 33% in Q2 2026, selling an estimated $490K and leaving 18,825 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #135.

Quotient Wealth Partners first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $112M in Q1 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Quotient Wealth Partners held 18,825 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $987K as of Q2 2026.
  • Quotient Wealth Partners sold 9,356 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $490K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • Quotient Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $112M in Q1 2024.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.