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

Summit 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
Q2 		$13.9M Sell
265,804
-36,844
-12% -$1.93M 1.98% 11
2026
Q1 		$15.9M Buy
302,648
+8,545
+3% +$452K 2.52% 9
2025
Q4 		$15.6M Buy
294,103
+10,376
+4% +$549K 2.87% 10
2025
Q3 		$15M Buy
283,727
+3,779
+1% +$199K 2.72% 9
2025
Q2 		$14.8M Sell
279,948
-24,866
-8% -$1.3M 2.82% 9
2025
Q1 		$16M Sell
304,814
-5,545
-2% -$288K 3.24% 8
2024
Q4 		$16M Sell
310,359
-12,014
-4% -$625K 3.3% 8
2024
Q3 		$17M Sell
322,373
-3,781
-1% -$197K 3.27% 8
2024
Q2 		$16.7M Buy
326,154
+2,769
+0.9% +$141K 3.47% 8
2024
Q1 		$16.6M Buy
323,385
+3,335
+1% +$171K 3.54% 8
2023
Q4 		$16.4M Sell
320,050
-6,259
-2% -$314K 3.81% 7
2023
Q3 		$16.3M Buy
326,309
+3,669
+1% +$184K 4.15% 7
2023
Q2 		$16.2M Buy
322,640
+4,087
+1% +$206K 4.06% 7
2023
Q1 		$16.1M Buy
318,553
+1,411
+0.4% +$70.8K 4.14% 5
2022
Q4 		$15.8M Sell
317,142
-6,384
-2% -$316K 4.19% 6
2022
Q3 		$15.9M Sell
323,526
-12,714
-4% -$642K 4.5% 6
2022
Q2 		$17M Buy
336,240
+31,517
+10% +$1.6M 4.55% 5
2022
Q1 		$15.8M Buy
304,723
+2,164
+0.7% +$114K 3.57% 8
2021
Q4 		$16.3M Buy
302,559
+40,540
+15% +$2.19M 3.5% 8
2021
Q3 		$14.3M Buy
262,019
+18,288
+8% +$1M 3.38% 8
2021
Q2 		$13.4M Buy
243,731
+12,363
+5% +$677K 3.19% 8
2021
Q1 		$12.7M Buy
231,368
+17,123
+8% +$940K 3.24% 10
2020
Q4 		$11.8M Buy
214,245
+20,600
+11% +$1.13M 3.21% 11
2020
Q3 		$10.6M Buy
193,645
+17,427
+10% +$957K 3.2% 9
2020
Q2 		$9.64M Buy
176,218
+945
+0.5% +$50.9K 3.11% 10
2020
Q1 		$9.18M Sell
175,273
-11,625
-6% -$619K 3.73% 9
2019
Q4 		$10M Buy
+186,898
New +$10M 3.47% 9

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Wealth Partners's IGSB Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, selling an estimated $1.93M and leaving 265,804 shares worth $13.9M. The position accounts for 1.98% of the portfolio, ranked #11.

Summit Wealth Partners first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $17M in Q2 2022. 563 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Summit Wealth Partners held 265,804 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13.9M as of Q2 2026.
  • Summit Wealth Partners sold 36,844 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.93M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.98% of Summit Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Summit Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $17M in Q2 2022.
  • 563 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.