RWP
IGSB icon

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

RWA 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 		$505K Buy
9,642
+950
+11% +$49.8K ﹤0.01% 470
2026
Q1 		$457K Hold
8,692
– – 0.01% 469
2025
Q4 		$460K Buy
8,692
+2,370
+37% +$125K 0.01% 455
2025
Q3 		$335K Sell
6,322
-1,328
-17% -$70.1K ﹤0.01% 511
2025
Q2 		$404K Sell
7,650
-2,375
-24% -$124K 0.01% 459
2025
Q1 		$525K Sell
10,025
-4,100
-29% -$213K 0.01% 402
2024
Q4 		$730K Sell
14,125
-8,215
-37% -$427K 0.01% 367
2024
Q3 		$1.18M Sell
22,340
-7,489
-25% -$390K 0.01% 303
2024
Q2 		$1.53M Sell
29,829
-2,366
-7% -$121K 0.02% 262
2024
Q1 		$1.65M Buy
32,195
+7
+0% +$358 0.02% 257
2023
Q4 		$1.65M Buy
32,188
+11
+0% +$552 0.02% 247
2023
Q3 		$1.6M Sell
32,177
-1,177
-4% -$58.9K 0.03% 156
2023
Q2 		$1.67M Buy
+33,354
New +$1.68M 0.04% 145

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

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

RWA Wealth Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q2 2026, buying an estimated $49.8K and bringing the position to 9,642 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

RWA Wealth Partners first reported a position in IGSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q2 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • RWA Wealth Partners held 9,642 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $505K as of Q2 2026.
  • RWA Wealth Partners bought 950 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $49.8K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #470 holding.
  • RWA Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • RWA Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.67M in Q2 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.