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

Sagespring 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 		$522K Sell
9,955
-889
-8% -$46.6K 0.01% 512
2026
Q1 		$570K Buy
10,844
+2,183
+25% +$115K 0.01% 464
2025
Q4 		$458K Buy
8,661
+1,807
+26% +$95.7K 0.01% 498
2025
Q3 		$363K Buy
6,854
+104
+2% +$5.49K 0.01% 546
2025
Q2 		$356K Buy
+6,750
New +$353K 0.01% 529

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

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

Sagespring Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.2% in Q2 2026, selling an estimated $46.6K and leaving 9,955 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #512.

Sagespring Wealth Partners first reported a position in IGSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $570K in Q1 2026. 1,008 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Sagespring Wealth Partners held 9,955 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $522K as of Q2 2026.
  • Sagespring Wealth Partners sold 889 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #512 holding.
  • Sagespring Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $570K in Q1 2026.
  • 1,008 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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