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

SIMA 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 		$1.04M Sell
19,854
-3,585
-15% -$188K 0.74% 21
2026
Q1 		$1.23M Sell
23,439
-7,930
-25% -$419K 0.94% 18
2025
Q4 		$1.66M Sell
31,369
-3,856
-11% -$204K 1.26% 16
2025
Q3 		$1.87M Sell
35,225
-3,156
-8% -$167K 1.43% 14
2025
Q2 		$2.03M Sell
38,381
-11,586
-23% -$605K 1.63% 14
2025
Q1 		$2.62M Sell
49,967
-3,725
-7% -$194K 2.17% 14
2024
Q4 		$2.78M Sell
53,692
-265
-0.5% -$13.8K 2.36% 14
2024
Q3 		$2.84M Buy
53,957
+1,363
+3% +$70.9K 2.47% 14
2024
Q2 		$2.69M Buy
+52,594
New +$2.68M 2.57% 14

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

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

SIMA Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, selling an estimated $188K and leaving 19,854 shares worth $1.04M. The position accounts for 0.74% of the portfolio, ranked #21.

SIMA Wealth Partners first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.84M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SIMA Wealth Partners held 19,854 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.04M as of Q2 2026.
  • SIMA Wealth Partners sold 3,585 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.74% of SIMA Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • SIMA Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.84M in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.