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

Raffa Wealth Management’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 		$51.8M Buy
987,415
+174,539
+21% +$9.15M 6.52% 6
2026
Q1 		$42.7M Buy
812,876
+119,406
+17% +$6.31M 6.67% 6
2025
Q4 		$36.7M Buy
693,470
+651,179
+1,540% +$34.5M 5.64% 6
2025
Q3 		$2.24M Buy
42,291
+36,543
+636% +$1.93M 0.4% 40
2025
Q2 		$303K Buy
5,748
+1,394
+32% +$72.8K 0.06% 70
2025
Q1 		$228K Sell
4,354
-85
-2% -$4.42K 0.05% 76
2024
Q4 		$229K Buy
4,439
+889
+25% +$46.2K 0.05% 75
2024
Q3 		$187K Buy
3,550
+131
+4% +$6.82K 0.05% 80
2024
Q2 		$175K Buy
3,419
+9
+0.3% +$459 0.05% 94
2024
Q1 		$175K Sell
3,410
-38
-1% -$1.94K 0.05% 93
2023
Q4 		$177K Sell
3,448
-166
-5% -$8.34K 0.05% 78
2023
Q3 		$180K Buy
3,614
+1,305
+57% +$65.3K 0.06% 70
2023
Q2 		$116K Buy
2,309
+18
+0.8% +$907 0.04% 87
2023
Q1 		$116K Buy
2,291
+11
+0.5% +$552 0.04% 88
2022
Q4 		$114K Buy
2,280
+20
+0.9% +$990 0.05% 75
2022
Q3 		$111K Sell
2,260
-152
-6% -$7.67K 0.05% 76
2022
Q2 		$122K Buy
2,412
+397
+20% +$20.2K 0.06% 75
2022
Q1 		$104K Buy
2,015
+5
+0.2% +$264 0.04% 88
2021
Q4 		$108K Sell
2,010
-16
-0.8% -$866 0.04% 89
2021
Q3 		$111K Sell
2,026
-286
-12% -$15.7K 0.04% 66
2021
Q2 		$127K Sell
2,312
-330
-12% -$18.1K 0.04% 64
2021
Q1 		$144K Sell
2,642
-127
-5% -$6.97K 0.05% 83
2020
Q4 		$153K Buy
2,769
+660
+31% +$36.3K 0.05% 76
2020
Q3 		$116K Buy
2,109
+11
+0.5% +$604 0.04% 80
2020
Q2 		$115K Sell
2,098
-465
-18% -$25.1K 0.04% 78
2020
Q1 		$134K Sell
2,563
-400
-13% -$21.3K 0.05% 69
2019
Q4 		$159K Buy
2,963
+29
+1% +$1.55K 0.06% 84
2019
Q3 		$157K Buy
+2,934
New +$157K 0.06% 82
2019
Q2 		– Sell
-3,428
Closed -$181K – 1035
2019
Q1 		$181K Buy
3,428
+839
+32% +$43.8K 0.07% 63
2018
Q4 		$134K Sell
2,589
-3,467
-57% -$179K 0.05% 85
2018
Q3 		$314K Buy
6,056
+170
+3% +$8.81K 0.11% 64
2018
Q2 		$305K Buy
5,886
+28
+0.5% +$1.45K 0.11% 50
2018
Q1 		$304K Buy
5,858
+86
+1% +$4.47K 0.11% 62
2017
Q4 		$302K Sell
5,772
-348
-6% -$18.3K 0.12% 64
2017
Q3 		$322K Sell
6,120
-50
-0.8% -$2.63K 0.13% 62
2017
Q2 		$325K Sell
6,170
-1,084
-15% -$57.1K 0.14% 57
2017
Q1 		$382K Buy
7,254
+950
+15% +$49.9K 0.19% 34
2016
Q4 		$331K Sell
6,304
-158
-2% -$8.31K 0.17% 39
2016
Q3 		$342K Buy
6,462
+360
+6% +$19.1K 0.18% 36
2016
Q2 		$324K Sell
6,102
-110
-2% -$5.81K 0.18% 38
2016
Q1 		$327K Buy
6,212
+724
+13% +$38K 0.19% 38
2015
Q4 		$287K Sell
5,488
-228
-4% -$12K 0.17% 38
2015
Q3 		$300K Sell
5,716
-496
-8% -$26.1K 0.18% 34
2015
Q2 		$327K Buy
6,212
+18
+0.3% +$949 0.2% 34
2015
Q1 		$327K Sell
6,194
-726
-10% -$38.2K 0.19% 30
2014
Q4 		$364K Sell
6,920
-362
-5% -$19.1K 0.22% 32
2014
Q3 		$383K Buy
7,282
+16
+0.2% +$843 0.29% 28
2014
Q2 		$384K Sell
7,266
-1,828
-20% -$96.4K 0.29% 27
2014
Q1 		$480K Buy
9,094
+2,174
+31% +$115K 0.39% 16
2013
Q4 		$364K Buy
+6,920
New +$365K 0.22% 32

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's IGSB Position: Q2 2026 in Review

Raffa Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 21% in Q2 2026, buying an estimated $9.15M and bringing the position to 987,415 shares worth $51.8M. The position accounts for 6.52% of the portfolio, ranked #6.

Raffa Wealth Management first reported a position in IGSB in Q4 2013 and has held it in 50 quarters since. 973 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Raffa Wealth Management held 987,415 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $51.8M as of Q2 2026.
  • Raffa Wealth Management bought 174,539 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.15M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.52% of Raffa Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Raffa Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • 973 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.