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

SteelPeak 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
Q2 		– Sell
-4,740
Closed -$249K – 676
2026
Q1 		$249K Sell
4,740
-1,559
-25% -$82.4K 0.01% 491
2025
Q4 		$333K Sell
6,299
-160
-2% -$8.47K 0.01% 414
2025
Q3 		$343K Buy
6,459
+2,589
+67% +$137K 0.01% 438
2025
Q2 		$204K Sell
3,870
-3,174
-45% -$166K 0.01% 498
2025
Q1 		$369K Buy
7,044
+1,549
+28% +$80.5K 0.02% 387
2024
Q4 		$284K Buy
5,495
+1,182
+27% +$61.4K 0.01% 427
2024
Q3 		$227K Buy
+4,313
New +$224K 0.01% 435
2023
Q1 		– Sell
-13,423
Closed -$669K – 419
2022
Q4 		$669K Buy
13,423
+7,394
+123% +$366K 0.05% 209
2022
Q3 		$297K Sell
6,029
-143
-2% -$7.22K 0.02% 322
2022
Q2 		$312K Sell
6,172
-2,834
-31% -$144K 0.02% 316
2022
Q1 		$466K Sell
9,006
-51,807
-85% -$2.73M 0.03% 303
2021
Q4 		$3.28M Sell
60,813
-139,257
-70% -$7.54M 0.19% 95
2021
Q3 		$10.9M Sell
200,070
-169,936
-46% -$9.31M 0.72% 34
2021
Q2 		$20.3M Buy
370,006
+110,772
+43% +$6.07M 1.42% 15
2021
Q1 		$14.2M Sell
259,234
-14,113
-5% -$775K 1.12% 22
2020
Q4 		$15.1M Buy
273,347
+18,249
+7% +$1M 1.37% 13
2020
Q3 		$14M Buy
255,098
+754
+0.3% +$41.4K 1.5% 13
2020
Q2 		$13.9M Buy
254,344
+232,217
+1,049% +$12.5M 1.75% 11
2020
Q1 		$1.16M Buy
22,127
+2,515
+13% +$134K 0.18% 100
2019
Q4 		$1.05M Buy
+19,612
New +$1.05M 0.15% 122

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SteelPeak Wealth's IGSB Position: Q2 2026 in Review

SteelPeak Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026, closing a stake of 4,740 shares — an estimated $249K sold.

SteelPeak Wealth first reported a position in IGSB in Q4 2019 and held it in 20 quarters. The position peaked at $20.3M in Q2 2021. 158 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • SteelPeak Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 4,740 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $249K.
  • SteelPeak Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 20 quarters.
  • SteelPeak Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.3M in Q2 2021.
  • 158 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.