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 Q3	$909K	Sell	17,746 -7,436	-30%	-$386K	0.05%	219
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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Triad Wealth Partners's IGSB Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 30% in Q3 2026, selling an estimated $386K and leaving 17,746 shares worth $909K. The position accounts for 0.05% of the portfolio, ranked #219.

Triad Wealth Partners first reported a position in IGSB in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.31M in Q2 2026. 924 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

Triad Wealth Partners held 17,746 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $909K as of Q3 2026.
Triad Wealth Partners sold 7,436 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $386K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #219 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 3 quarters since.
Triad Wealth Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.31M in Q2 2026.
924 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.