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

SHP 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
Q1 		$47.3K Sell
900
-1,010
-53% -$53.4K ﹤0.01% 505
2025
Q4 		$101K Buy
+1,910
New +$101K 0.01% 349

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's IGSB Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 53% in Q1 2026, selling an estimated $53.4K and leaving 900 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

SHP Wealth Management first reported a position in IGSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $101K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • SHP Wealth Management held 900 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $47.3K as of Q1 2026.
  • SHP Wealth Management sold 1,010 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $53.4K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #505 holding.
  • SHP Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $101K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.