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

Triad 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 		$1.31M Buy
+25,182
New +$1.32M 0.08% 171
2024
Q3 		– Sell
-354
Closed -$18.1K – 445
2024
Q2 		$18.1K Buy
+354
New +$18.1K 0.01% 366

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

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

Triad Wealth Partners opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 25,182 shares worth $1.31M. The stake represents 0.08% of the portfolio and ranks #171 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in IGSB as recently as Q2 2024.

Triad Wealth Partners first reported a position in IGSB in Q2 2024 and has held it in 2 quarters since. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Triad Wealth Partners held 25,182 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.31M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Triad Wealth Partners position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Triad Wealth Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.