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

Trajan Wealth’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 		$2.17M Buy
41,430
+438
+1% +$23K 0.08% 102
2026
Q1 		$2.15M Buy
40,992
+1,396
+4% +$73.8K 0.09% 103
2025
Q4 		$2.09M Sell
39,596
-1,580
-4% -$83.7K 0.09% 102
2025
Q3 		$2.18M Sell
41,176
-10,472
-20% -$553K 0.09% 103
2025
Q2 		$2.72M Sell
51,648
-4,307
-8% -$225K 0.13% 99
2025
Q1 		$2.93M Sell
55,955
-23,765
-30% -$1.24M 0.16% 100
2024
Q4 		$4.12M Buy
79,720
+8,635
+12% +$449K 0.23% 92
2024
Q3 		$3.74M Buy
71,085
+395
+0.6% +$20.6K 0.22% 96
2024
Q2 		$3.62M Sell
70,690
-6,072
-8% -$310K 0.23% 91
2024
Q1 		$3.94M Buy
+76,762
New +$3.93M 0.27% 90

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

Trajan Wealth's IGSB Position: Q2 2026 in Review

Trajan Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $23K and bringing the position to 41,430 shares worth $2.17M. The position accounts for 0.08% of the portfolio, ranked #102.

Trajan Wealth first reported a position in IGSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.12M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Trajan Wealth held 41,430 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.17M as of Q2 2026.
  • Trajan Wealth bought 438 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Trajan Wealth's portfolio in Q2 2026, its #102 holding.
  • Trajan Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.12M in Q4 2024.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.