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

SoFi 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 		$9.66K Sell
184
-35,485
-99% -$1.88M ﹤0.01% 42
2025
Q4 		$1.89M Buy
35,669
+166
+0.5% +$8.79K 0.09% 29
2025
Q3 		$1.88M Sell
35,503
-7,022
-17% -$371K 0.1% 29
2025
Q2 		$2.24M Buy
42,525
+2,079
+5% +$109K 0.14% 25
2025
Q1 		$2.12M Buy
40,446
+38,185
+1,689% +$1.99M 0.16% 18
2024
Q4 		$117K Buy
+2,261
New +$118K 0.01% 30

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

SoFi Wealth's IGSB Position: Q1 2026 in Review

SoFi Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 99% in Q1 2026, selling an estimated $1.88M and leaving 184 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #42.

SoFi Wealth first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • SoFi Wealth held 184 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $9.66K as of Q1 2026.
  • SoFi Wealth sold 35,485 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.88M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q1 2026, its #42 holding.
  • SoFi Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • SoFi Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.24M in Q2 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.