U.S. Capital Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

U.S. Capital Wealth Advisors’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	$521K	Hold	9,916	–	–	0.01%	665
2025 Q4	$524K	Hold	9,916	–	–	0.01%	647
2025 Q3	$526K	Hold	9,916	–	–	0.01%	625
2025 Q2	$523K	Hold	9,916	–	–	0.02%	582
2025 Q1	$519K	Hold	9,916	–	–	0.02%	579
2024 Q4	$513K	Hold	9,916	–	–	0.02%	556
2024 Q3	$522K	Hold	9,916	–	–	0.02%	464
2024 Q2	$508K	Sell	9,916 -53	-0.5%	-$2.7K	0.02%	456
2024 Q1	$511K	Buy	9,969 +53	+0.5%	+$2.71K	0.02%	464
2023 Q4	$508K	Hold	9,916	–	–	0.02%	451
2023 Q3	$494K	Hold	9,916	–	–	0.02%	435
2023 Q2	$497K	Hold	9,916	–	–	0.02%	441
2023 Q1	$501K	Hold	9,916	–	–	0.02%	430
2022 Q4	$494K	Hold	9,916	–	–	0.02%	452
2022 Q3	$489K	Sell	9,916 -200	-2%	-$10.1K	0.02%	447
2022 Q2	$511K	Hold	10,116	–	–	0.02%	448
2022 Q1	$523K	Hold	10,116	–	–	0.02%	505
2021 Q4	$545K	Sell	10,116 -1,828	-15%	-$99K	0.02%	496
2021 Q3	$653K	Buy	+11,944	New	+$654K	0.03%	462

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

U.S. Capital Wealth Advisors's IGSB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 9,916 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #665.

U.S. Capital Wealth Advisors first reported a position in IGSB in Q3 2021 and has held it in 19 quarters since. The position peaked at $653K in Q3 2021. 1,017 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

U.S. Capital Wealth Advisors held 9,916 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $521K as of Q1 2026.
U.S. Capital Wealth Advisors left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #665 holding.
U.S. Capital Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $653K in Q3 2021.
1,017 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.