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

Valley Wealth Managers’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 		$67.5K Buy
1,287
+142
+12% +$7.44K ﹤0.01% 213
2026
Q1 		$60.2K Buy
1,145
+40
+4% +$2.11K ﹤0.01% 212
2025
Q4 		$58.4K Buy
1,105
+141
+15% +$7.46K ﹤0.01% 210
2025
Q3 		$51.1K Buy
964
+134
+16% +$7.07K ﹤0.01% 207
2025
Q2 		$43.8K Sell
830
-406
-33% -$21.2K ﹤0.01% 204
2025
Q1 		$64.7K Buy
1,236
+485
+65% +$25.2K ﹤0.01% 194
2024
Q4 		$38.8K Hold
751
– – ﹤0.01% 221
2024
Q3 		$39.5K Sell
751
-341
-31% -$17.7K ﹤0.01% 227
2024
Q2 		$56K Sell
1,092
-194
-15% -$9.9K ﹤0.01% 217
2024
Q1 		$65.9K Sell
1,286
-59
-4% -$3.02K 0.01% 207
2023
Q4 		$69K Sell
1,345
-2
-0.1% -$100 0.01% 208
2023
Q3 		$67.1K Sell
1,347
-2,735
-67% -$137K 0.01% 212
2023
Q2 		$205K Sell
4,082
-530
-11% -$26.7K 0.02% 161
2023
Q1 		$233K Buy
4,612
+522
+13% +$26.2K 0.02% 155
2022
Q4 		$204K Buy
4,090
+273
+7% +$13.5K 0.02% 168
2022
Q3 		$188K Hold
3,817
– – 0.02% 171
2022
Q2 		$193K Buy
+3,817
New +$194K 0.02% 186

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

Valley Wealth Managers's IGSB Position: Q2 2026 in Review

Valley Wealth Managers increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, buying an estimated $7.44K and bringing the position to 1,287 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Valley Wealth Managers first reported a position in IGSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $233K in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Valley Wealth Managers held 1,287 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $67.5K as of Q2 2026.
  • Valley Wealth Managers bought 142 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.44K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #213 holding.
  • Valley Wealth Managers first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Valley Wealth Managers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $233K in Q1 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.