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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vermillion & White Wealth Management Group's IGSB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q1 2026 at 4,852 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #58.

Vermillion & White Wealth Management Group first reported a position in IGSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $373K in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Vermillion & White Wealth Management Group held 4,852 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $255K as of Q1 2026.
Vermillion & White Wealth Management Group 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 0.15% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #58 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 10 quarters since.
Vermillion & White Wealth Management Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $373K in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.