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

Stratos 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	$14.9M	Sell	283,141 -16,887	-6%	-$893K	0.17%	125
2025 Q4	$15.9M	Buy	300,028 +9,872	+3%	+$523K	0.18%	112
2025 Q3	$15.4M	Buy	290,156 +29,580	+11%	+$1.56M	0.18%	112
2025 Q2	$13.7M	Buy	260,576 +215,193	+474%	+$11.2M	0.19%	115
2025 Q1	$2.38M	Sell	45,383 -17,753	-28%	-$923K	0.04%	402
2024 Q4	$3.26M	Sell	63,136 -1,718	-3%	-$89.3K	0.05%	350
2024 Q3	$3.42M	Buy	64,854 +51,120	+372%	+$2.66M	0.05%	340
2024 Q2	$704K	Buy	13,734 +598	+5%	+$30.5K	0.01%	777
2024 Q1	$674K	Sell	13,136 -4,826	-27%	-$247K	0.01%	778
2023 Q4	$921K	Sell	17,962 -51,717	-74%	-$2.6M	0.02%	658
2023 Q3	$3.47M	Buy	69,679 +896	+1%	+$44.8K	0.07%	260
2023 Q2	$3.45M	Buy	68,783 +3,981	+6%	+$201K	0.08%	256
2023 Q1	$3.28M	Sell	64,802 -26,268	-29%	-$1.32M	0.09%	225
2022 Q4	$4.54M	Buy	91,070 +6,725	+8%	+$333K	0.11%	186
2022 Q3	$4.16M	Sell	84,345 -5,290	-6%	-$267K	0.12%	178
2022 Q2	$4.53M	Buy	89,635 +34,669	+63%	+$1.77M	0.11%	181
2022 Q1	$2.84M	Buy	54,966 +663	+1%	+$35K	0.06%	286
2021 Q4	$2.93M	Sell	54,303 -5,142	-9%	-$278K	0.06%	278
2021 Q3	$3.25M	Sell	59,445 -7,966	-12%	-$436K	0.08%	240
2021 Q2	$3.69M	Sell	67,411 -3,499	-5%	-$192K	0.09%	224
2021 Q1	$3.88M	Sell	70,910 -1,177	-2%	-$64.6K	0.11%	201
2020 Q4	$3.98M	Buy	72,087 +50,236	+230%	+$2.76M	0.12%	187
2020 Q3	$1.2M	Buy	21,851 +7,823	+56%	+$430K	0.04%	359
2020 Q2	$768K	Buy	14,028 +138	+1%	+$7.43K	0.03%	451
2020 Q1	$727K	Sell	13,890 -31	-0.2%	-$1.65K	0.03%	406
2019 Q4	$747K	Buy	13,921 +270	+2%	+$14.5K	0.03%	474
2019 Q3	$733K	Sell	13,651 -256	-2%	-$13.7K	0.03%	462
2019 Q2	$743K	Buy	13,907 +6,888	+98%	+$364K	0.03%	450
2019 Q1	$371K	Buy	+7,019	New	+$366K	0.02%	641
2018 Q4	–	Sell	-3,441	Closed	-$178K	–	1605
2018 Q3	$178K	Buy	+3,441	New	+$178K	0.01%	886
2018 Q2	–	Sell	-5,308	Closed	-$275K	–	1727
2018 Q1	$275K	Buy	5,308 +898	+20%	+$46.7K	0.01%	760
2017 Q4	$231K	Sell	4,410 -166	-4%	-$8.71K	0.01%	804
2017 Q3	$241K	Sell	4,576 -9,064	-66%	-$478K	0.01%	775
2017 Q2	$718K	Sell	13,640 -1,620	-11%	-$85.3K	0.04%	363
2017 Q1	$803K	Buy	+15,260	New	+$802K	0.05%	319
2016 Q4	–	Sell	-14,122	Closed	-$747K	–	745
2016 Q3	$747K	Buy	+14,122	New	+$747K	0.05%	281
2016 Q2	–	Sell	-3,982	Closed	-$210K	–	649
2016 Q1	$210K	Sell	3,982 -1,390	-26%	-$72.9K	0.02%	504
2015 Q4	$281K	Buy	5,372 +410	+8%	+$21.5K	0.02%	438
2015 Q3	$261K	Buy	+4,962	New	+$261K	0.03%	418
2015 Q2	–	Sell	-4,132	Closed	-$218K	–	569
2015 Q1	$218K	Sell	4,132 -2,278	-36%	-$120K	0.03%	525
2014 Q4	$337K	Buy	+6,410	New	+$338K	0.06%	328

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stratos Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 5.6% in Q1 2026, selling an estimated $893K and leaving 283,141 shares worth $14.9M. The position accounts for 0.17% of the portfolio, ranked #125.

Stratos Wealth Partners first reported a position in IGSB in Q4 2014 and has held it in 41 quarters since. The position peaked at $15.9M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Stratos Wealth Partners held 283,141 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $14.9M as of Q1 2026.
Stratos Wealth Partners sold 16,887 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $893K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.17% of Stratos Wealth Partners's portfolio in Q1 2026, its #125 holding.
Stratos Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 41 quarters since.
Stratos Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.9M in Q4 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 Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.