Valley Wealth Managers
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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
Q3 		$64.7K Sell
1,262
-25
-2% -$1.3K ﹤0.01% 214
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Valley Wealth Managers's IGSB Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.9% in Q3 2026, selling an estimated $1.3K and leaving 1,262 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Valley Wealth Managers first reported a position in IGSB in Q2 2022 and has held it in 18 quarters since. The position peaked at $233K in Q1 2023. 286 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Valley Wealth Managers held 1,262 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $64.7K as of Q3 2026.
  • Valley Wealth Managers sold 25 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #214 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 18 quarters since.
  • Valley Wealth Managers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $233K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.