VWM
IGSB icon

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
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 $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's IGSB Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.6% in Q1 2026, buying an estimated $2.11K and bringing the position to 1,145 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Valley Wealth Managers first reported a position in IGSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $233K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Valley Wealth Managers held 1,145 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $60.2K as of Q1 2026.
  • Valley Wealth Managers bought 40 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.11K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #212 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 16 quarters since.
  • Valley Wealth Managers's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $233K in Q1 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.