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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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quotient Wealth Partners's IGSB Position: Q1 2026 in Review

Quotient Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 98% in Q1 2026, selling an estimated $61.8M and leaving 28,181 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #97.

Quotient Wealth Partners first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $112M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Quotient Wealth Partners held 28,181 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.48M as of Q1 2026.
  • Quotient Wealth Partners sold 1,169,486 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $61.8M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Quotient Wealth Partners's portfolio in Q1 2026, its #97 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 10 quarters since.
  • Quotient Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $112M in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.