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Vision Retirement’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Vision Retirement’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 		$5.24K Hold
100
– – ﹤0.01% 503
2026
Q1 		$5.26K Hold
100
– – ﹤0.01% 483
2025
Q4 		$5.29K Buy
+100
New +$5.29K ﹤0.01% 474

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's IGSB Position: Q2 2026 in Review

Vision Retirement held its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) position steady in Q2 2026 at 100 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Vision Retirement first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.29K in Q4 2025. 973 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Vision Retirement held 100 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.24K as of Q2 2026.
  • Vision Retirement left its iShares 1-5 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #503 holding.
  • Vision Retirement first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.29K in Q4 2025.
  • 973 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.