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Vermillion & White Wealth Management Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Vermillion & White Wealth Management Group’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 		$254K Sell
4,851
-1
-0% -$52 0.13% 61
2026
Q1 		$255K Hold
4,852
– – 0.15% 58
2025
Q4 		$257K Hold
4,852
– – 0.14% 55
2025
Q3 		$257K Sell
4,852
-942
-16% -$49.7K 0.15% 56
2025
Q2 		$306K Sell
5,794
-45
-0.8% -$2.35K 0.2% 46
2025
Q1 		$306K Sell
5,839
-445
-7% -$23.1K 0.22% 43
2024
Q4 		$325K Hold
6,284
– – 0.24% 51
2024
Q3 		$331K Sell
6,284
-100
-2% -$5.2K 0.24% 51
2024
Q2 		$327K Hold
6,384
– – 0.25% 52
2024
Q1 		$327K Sell
6,384
-900
-12% -$46.1K 0.26% 49
2023
Q4 		$373K Buy
+7,284
New +$366K 0.36% 34

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

Vermillion & White Wealth Management Group's IGSB Position: Q2 2026 in Review

Vermillion & White Wealth Management Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.02% in Q2 2026, selling an estimated $52 and leaving 4,851 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #61.

Vermillion & White Wealth Management Group first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Vermillion & White Wealth Management Group held 4,851 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $254K as of Q2 2026.
  • Vermillion & White Wealth Management Group sold 1 iShares 1-5 Year Investment Grade Corporate Bond ETF share in Q2 2026, an estimated $52.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #61 holding.
  • Vermillion & White Wealth Management Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Vermillion & White Wealth Management Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $373K in Q4 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 Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.