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

Seed 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	$354K	Buy	+6,745	New	+$354K	0.22%	66
2025 Q4	–	Sell	-27,130	Closed	-$1.44M	–	111
2025 Q3	$1.44M	Buy	27,130 +70	+0.3%	+$3.69K	0.99%	21
2025 Q2	$1.43M	Sell	27,060 -715	-3%	-$37.4K	1.06%	24
2025 Q1	$1.45M	Buy	+27,775	New	+$1.44M	1.18%	16
2023 Q4	–	Sell	-10,600	Closed	-$528K	–	153
2023 Q3	$528K	Buy	10,600 +60	+0.6%	+$3K	0.59%	47
2023 Q2	$529K	Sell	10,540 -1,580	-13%	-$79.6K	0.56%	48
2023 Q1	$613K	Sell	12,120 -1,780	-13%	-$89.4K	0.69%	37
2022 Q4	$692K	Buy	+13,900	New	+$688K	0.79%	29

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

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

Seed Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 6,745 shares worth $354K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings. This is a return to the name: Seed Wealth Management previously reported a position in IGSB as recently as Q3 2025.

Seed Wealth Management first reported a position in IGSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 603 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Seed Wealth Management held 6,745 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $354K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Seed Wealth Management position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.22% of Seed Wealth Management's portfolio in Q2 2026, its #66 holding.
Seed Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Seed Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.45M in Q1 2025.
603 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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