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

Strategic Wealth Partners’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 		$836K Sell
15,906
-5,439
-25% -$288K 0.06% 164
2025
Q4 		$1.13M Hold
21,345
– – 0.08% 144
2025
Q3 		$1.13M Buy
21,345
+1,083
+5% +$57.2K 0.08% 150
2025
Q2 		$1.07M Buy
+20,262
New +$1.06M 0.08% 152
2024
Q4 		$1.18M Sell
22,787
-1,678
-7% -$87.2K 0.1% 136
2024
Q3 		$1.29M Sell
24,465
-1,150
-4% -$59.8K 0.12% 128
2024
Q2 		$1.31M Sell
25,615
-2,998
-10% -$153K 0.14% 119
2024
Q1 		$1.47M Buy
28,613
+63
+0.2% +$3.22K 0.16% 106
2023
Q4 		$1.46M Sell
28,550
-2,787
-9% -$140K 0.18% 103
2023
Q3 		$1.56M Sell
31,337
-1,200
-4% -$60K 0.21% 121
2023
Q2 		$1.63M Buy
32,537
+743
+2% +$37.4K 0.21% 122
2023
Q1 		$1.61M Buy
31,794
+2,506
+9% +$126K 0.25% 106
2022
Q4 		$1.46M Buy
29,288
+13,989
+91% +$693K 0.27% 100
2022
Q3 		$754K Buy
15,299
+202
+1% +$10.2K 0.16% 144
2022
Q2 		$763K Sell
15,097
-5,580
-27% -$284K 0.16% 136
2022
Q1 		$1.07M Sell
20,677
-1,652
-7% -$87.1K 0.21% 128
2021
Q4 		$1.2M Sell
22,329
-8,259
-27% -$447K 0.23% 126
2021
Q3 		$1.67M Buy
30,588
+17,916
+141% +$981K 0.49% 50
2021
Q2 		$695K Hold
12,672
– – 0.23% 114
2021
Q1 		$693K Buy
12,672
+2,592
+26% +$142K 0.28% 93
2020
Q4 		$556K Buy
10,080
+4,430
+78% +$244K 0.23% 106
2020
Q3 		$310K Sell
5,650
-92,151
-94% -$5.06M 0.16% 124
2020
Q2 		$5.35M Buy
+97,801
New +$5.27M 2.77% 7

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

Strategic Wealth Partners's IGSB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 25% in Q1 2026, selling an estimated $288K and leaving 15,906 shares worth $836K. The position accounts for 0.06% of the portfolio, ranked #164.

Strategic Wealth Partners first reported a position in IGSB in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.35M in Q2 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Strategic Wealth Partners held 15,906 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $836K as of Q1 2026.
  • Strategic Wealth Partners sold 5,439 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $288K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #164 holding.
  • Strategic Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Strategic Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.35M in Q2 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.