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Summit Wealth Group (Colorado)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Summit Wealth Group (Colorado)’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 		$288K Sell
5,489
-32
-0.6% -$1.68K 0.02% 311
2026
Q1 		$290K Buy
+5,521
New +$292K 0.03% 266

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

Summit Wealth Group (Colorado)'s IGSB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.58% in Q2 2026, selling an estimated $1.68K and leaving 5,489 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #311.

Summit Wealth Group (Colorado) first reported a position in IGSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $290K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 5,489 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $288K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 32 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.68K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #311 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Group (Colorado)'s iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $290K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.