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

Smith Salley 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 		$13.1M Buy
250,100
+15,663
+7% +$828K 0.66% 45
2025
Q4 		$12.4M Buy
234,437
+27,782
+13% +$1.47M 0.61% 45
2025
Q3 		$11M Buy
206,655
+40,606
+24% +$2.14M 0.56% 45
2025
Q2 		$8.76M Buy
166,049
+1,688
+1% +$88.2K 0.51% 49
2025
Q1 		$8.61M Buy
164,361
+1,671
+1% +$86.9K 0.56% 48
2024
Q4 		$8.41M Buy
162,690
+2,913
+2% +$151K 0.54% 47
2024
Q3 		$8.41M Buy
+159,777
New +$8.31M 0.55% 48
2023
Q2 		– Sell
-4,027
Closed -$204K – 232
2023
Q1 		$204K Sell
4,027
-2,260
-36% -$113K 0.02% 218
2022
Q4 		$313K Sell
6,287
-101,044
-94% -$5M 0.03% 192
2022
Q3 		$5.29M Buy
107,331
+4,634
+5% +$234K 0.49% 55
2022
Q2 		$5.19M Sell
102,697
-2,286
-2% -$116K 0.45% 59
2022
Q1 		$5.43M Buy
+104,983
New +$5.53M 0.41% 62
2021
Q4 		– Sell
-106,629
Closed -$5.83M – 259
2021
Q3 		$5.83M Buy
106,629
+70,467
+195% +$3.86M 0.46% 56
2021
Q2 		$1.98M Buy
36,162
+27,582
+321% +$1.51M 0.16% 101
2021
Q1 		$469K Buy
+8,580
New +$471K 0.04% 176
2017
Q3 		– Sell
-3,866
Closed -$204K – 176
2017
Q2 		$204K Sell
3,866
-102
-3% -$5.37K 0.04% 165
2017
Q1 		$209K Buy
+3,968
New +$208K 0.04% 167
2015
Q1 		– Sell
-4,416
Closed -$232K – 171
2014
Q4 		$232K Sell
4,416
-4,780
-52% -$252K 0.06% 152
2014
Q3 		$484K Sell
9,196
-5,942
-39% -$313K 0.13% 136
2014
Q2 		$799K Buy
+15,138
New +$799K 0.21% 112

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

Smith Salley Wealth Management's IGSB Position: Q1 2026 in Review

Smith Salley Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.7% in Q1 2026, buying an estimated $828K and bringing the position to 250,100 shares worth $13.1M. The position accounts for 0.66% of the portfolio, ranked #45.

Smith Salley Wealth Management first reported a position in IGSB in Q2 2014 and has held it in 20 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Smith Salley Wealth Management held 250,100 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.1M as of Q1 2026.
  • Smith Salley Wealth Management bought 15,663 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $828K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.66% of Smith Salley Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Smith Salley Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 20 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.