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

SkyOak Wealth’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 		$836K Buy
15,909
+1,174
+8% +$62.1K 0.15% 92
2025
Q4 		$779K Sell
14,735
-208
-1% -$11K 0.14% 101
2025
Q3 		$792K Sell
14,943
-143
-0.9% -$7.55K 0.15% 91
2025
Q2 		$796K Hold
15,086
– – 0.16% 90
2025
Q1 		$790K Sell
15,086
-1,621
-10% -$84.3K 0.17% 87
2024
Q4 		$864K Buy
16,707
+483
+3% +$25.1K 0.18% 81
2024
Q3 		$854K Sell
16,224
-274
-2% -$14.3K 0.19% 80
2024
Q2 		$845K Sell
16,498
-2,556
-13% -$130K 0.2% 81
2024
Q1 		$977K Buy
19,054
+754
+4% +$38.6K 0.23% 75
2023
Q4 		$938K Sell
18,300
-1,770
-9% -$88.9K 0.24% 77
2023
Q3 		$1M Sell
20,070
-1,922
-9% -$96.2K 0.29% 69
2023
Q2 		$1.1M Buy
21,992
+844
+4% +$42.5K 0.31% 66
2023
Q1 		$1.07M Sell
21,148
-795
-4% -$39.9K 0.33% 70
2022
Q4 		$1.09M Sell
21,943
-481
-2% -$23.8K 0.37% 67
2022
Q3 		$1.1M Sell
22,424
-1,174
-5% -$59.2K 0.4% 65
2022
Q2 		$1.19M Hold
23,598
– – 0.41% 65
2022
Q1 		$1.22M Sell
23,598
-1,229
-5% -$64.8K 0.34% 77
2021
Q4 		$1.34M Sell
24,827
-845
-3% -$45.8K 0.34% 75
2021
Q3 		$1.4M Sell
25,672
-1,762
-6% -$96.5K 0.38% 69
2021
Q2 		$1.5M Hold
27,434
– – 0.4% 64
2021
Q1 		$1.5M Sell
27,434
-1,338
-5% -$73.5K 0.42% 63
2020
Q4 		$1.59M Sell
28,772
-1,550
-5% -$85.2K 0.49% 64
2020
Q3 		$1.67M Sell
30,322
-4,305
-12% -$236K 0.6% 50
2020
Q2 		$1.89M Buy
34,627
+2,378
+7% +$128K 0.7% 38
2020
Q1 		$1.69M Sell
32,249
-331
-1% -$17.6K 0.86% 29
2019
Q4 		$1.75M Buy
+32,580
New +$1.75M 0.54% 47

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 $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SkyOak Wealth's IGSB Position: Q1 2026 in Review

SkyOak Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8% in Q1 2026, buying an estimated $62.1K and bringing the position to 15,909 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #92.

SkyOak Wealth first reported a position in IGSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.89M in Q2 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • SkyOak Wealth held 15,909 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $836K as of Q1 2026.
  • SkyOak Wealth bought 1,174 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $62.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of SkyOak Wealth's portfolio in Q1 2026, its #92 holding.
  • SkyOak Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.89M in Q2 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.