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 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 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

Trajan Wealth's IGSB Position: Q1 2026 in Review

Trajan Wealth increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.5% in Q1 2026, buying an estimated $73.8K and bringing the position to 40,992 shares worth $2.15M. The position accounts for 0.09% of the portfolio, ranked #103.

Trajan Wealth first reported a position in IGSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.12M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Trajan Wealth held 40,992 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.15M as of Q1 2026.
Trajan Wealth bought 1,396 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $73.8K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.09% of Trajan Wealth's portfolio in Q1 2026, its #103 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 9 quarters since.
Trajan Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.12M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.