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

Spire 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
Q2 		$1.09M Sell
20,838
-1,961
-9% -$103K 0.03% 372
2026
Q1 		$1.2M Buy
22,799
+1,022
+5% +$54K 0.04% 355
2025
Q4 		$1.15M Buy
21,777
+7,443
+52% +$394K 0.04% 367
2025
Q3 		$760K Sell
14,334
-281
-2% -$14.8K 0.03% 431
2025
Q2 		$771K Sell
14,615
-8,312
-36% -$434K 0.03% 415
2025
Q1 		$1.2M Sell
22,927
-877
-4% -$45.6K 0.04% 367
2024
Q4 		$1.23M Sell
23,804
-896
-4% -$46.6K 0.04% 343
2024
Q3 		$1.3M Buy
24,700
+198
+0.8% +$10.3K 0.04% 317
2024
Q2 		$1.26M Sell
24,502
-6,078
-20% -$310K 0.04% 299
2024
Q1 		$1.57M Buy
30,580
+2,294
+8% +$117K 0.03% 285
2023
Q4 		$1.45M Buy
28,286
+10,173
+56% +$511K 0.05% 280
2023
Q3 		$903K Buy
18,113
+1,001
+6% +$50.1K 0.03% 354
2023
Q2 		$859K Sell
17,112
-331
-2% -$16.7K 0.03% 378
2023
Q1 		$882K Buy
17,443
+307
+2% +$15.4K 0.03% 366
2022
Q4 		$854K Sell
17,136
-2,405
-12% -$119K 0.05% 261
2022
Q3 		$963K Sell
19,541
-15,242
-44% -$769K 0.06% 217
2022
Q2 		$1.76M Sell
34,783
-16,211
-32% -$825K 0.07% 223
2022
Q1 		$2.64M Sell
50,994
-13,174
-21% -$694K 0.07% 230
2021
Q4 		$3.46M Sell
64,168
-48,694
-43% -$2.64M 0.08% 216
2021
Q3 		$6.17M Sell
112,862
-30,046
-21% -$1.65M 0.16% 141
2021
Q2 		$7.84M Buy
142,908
+39,894
+39% +$2.19M 0.21% 124
2021
Q1 		$5.63M Buy
+103,014
New +$5.66M 0.15% 147

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

Spire Wealth Management's IGSB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8.6% in Q2 2026, selling an estimated $103K and leaving 20,838 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #372.

Spire Wealth Management first reported a position in IGSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.84M in Q2 2021. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Spire Wealth Management held 20,838 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.09M as of Q2 2026.
  • Spire Wealth Management sold 1,961 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Spire Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.84M in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.