TWM
IGSB icon

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

TCFG Wealth Management’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 		$391K Buy
7,431
+42
+0.6% +$2.22K 0.15% 152
2025
Q4 		$391K Buy
7,389
+73
+1% +$3.87K 0.15% 163
2025
Q3 		$388K Buy
+7,316
New +$386K 0.15% 167

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCFG Wealth Management's IGSB Position: Q1 2026 in Review

TCFG Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.57% in Q1 2026, buying an estimated $2.22K and bringing the position to 7,431 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #152.

TCFG Wealth Management first reported a position in IGSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $391K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • TCFG Wealth Management held 7,431 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $391K as of Q1 2026.
  • TCFG Wealth Management bought 42 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.22K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.15% of TCFG Wealth Management's portfolio in Q1 2026, its #152 holding.
  • TCFG Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • TCFG Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $391K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.