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

RMR Wealth Builders’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	$341K	Sell	6,660 -855	-11%	-$44.4K	0.02%	228
2026 Q2	$394K	Hold	7,515	–	–	0.02%	222
2026 Q1	$395K	Sell	7,515 -114	-1%	-$6.03K	0.03%	203
2025 Q4	$403K	Sell	7,629 -22	-0.3%	-$1.16K	0.03%	198
2025 Q3	$406K	Sell	7,651 -9,295	-55%	-$491K	0.03%	193
2025 Q2	$894K	Buy	+16,946	New	+$885K	0.08%	122
2022 Q3	–	Sell	-3,966	Closed	-$200K	–	202
2022 Q2	$200K	Hold	3,966	–	–	0.05%	189
2022 Q1	$205K	Hold	3,966	–	–	0.04%	201
2021 Q4	$214K	Sell	3,966 -1,115	-22%	-$60.4K	0.06%	114
2021 Q3	$278K	Buy	+5,081	New	+$278K	0.08%	144
2021 Q2	–	Sell	-5,082	Closed	-$278K	–	398
2021 Q1	$278K	Buy	+5,082	New	+$279K	0.07%	144
2020 Q4	–	Sell	-5,082	Closed	-$279K	–	536
2020 Q3	$279K	Buy	+5,082	New	+$279K	0.07%	160

Other funds holding IGSB

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

RMR Wealth Builders's IGSB Position: Q3 2026 in Review

RMR Wealth Builders reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q3 2026, selling an estimated $44.4K and leaving 6,660 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #228.

RMR Wealth Builders first reported a position in IGSB in Q3 2020 and has held it in 12 quarters since. The position peaked at $894K in Q2 2025. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

RMR Wealth Builders held 6,660 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $341K as of Q3 2026.
RMR Wealth Builders sold 855 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $44.4K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #228 holding.
RMR Wealth Builders first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 12 quarters since.
RMR Wealth Builders's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $894K in Q2 2025.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.