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Sound View Wealth Advisors Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Sound View Wealth Advisors Group’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 		$2.4M Hold
45,612
– – 0.16% 117
2025
Q4 		$2.41M Sell
45,612
-15
-0% -$794 0.16% 120
2025
Q3 		$2.42M Hold
45,627
– – 0.17% 121
2025
Q2 		$2.41M Buy
45,627
+110
+0.2% +$5.75K 0.18% 114
2025
Q1 		$2.38M Sell
45,517
-97
-0.2% -$5.04K 0.2% 107
2024
Q4 		$2.36M Hold
45,614
– – 0.19% 109
2024
Q3 		$2.4M Sell
45,614
-399
-0.9% -$20.8K 0.2% 116
2024
Q2 		$2.36M Hold
46,013
– – 0.24% 96
2024
Q1 		$2.36M Buy
46,013
+39,374
+593% +$2.01M 0.25% 97
2023
Q4 		$340K Sell
6,639
-856
-11% -$43K 0.04% 286
2023
Q3 		$373K Buy
7,495
+883
+13% +$44.2K 0.05% 258
2023
Q2 		$332K Hold
6,612
– – 0.04% 276
2023
Q1 		$334K Sell
6,612
-27
-0.4% -$1.36K 0.05% 271
2022
Q4 		$340K Buy
6,639
+157
+2% +$7.77K 0.04% 286
2022
Q3 		$319K Hold
6,482
– – 0.07% 202
2022
Q2 		$328K Hold
6,482
– – 0.07% 208
2022
Q1 		$335K Hold
6,482
– – 0.06% 222
2021
Q4 		$349K Hold
6,482
– – 0.07% 214
2021
Q3 		$354K Hold
6,482
– – 0.07% 202
2021
Q2 		$355K Hold
6,482
– – 0.07% 211
2021
Q1 		$354K Hold
6,482
– – 0.08% 190
2020
Q4 		$358K Sell
6,482
-1,740
-21% -$95.7K 0.09% 180
2020
Q3 		$451K Buy
8,222
+740
+10% +$40.6K 0.12% 151
2020
Q2 		$409K Buy
+7,482
New +$403K 0.12% 153

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

Sound View Wealth Advisors Group's IGSB Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 45,612 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #117.

Sound View Wealth Advisors Group first reported a position in IGSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.42M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Sound View Wealth Advisors Group held 45,612 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.4M as of Q1 2026.
  • Sound View Wealth Advisors Group left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #117 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.42M in Q3 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.