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

WBH Advisory’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 		$416K Sell
7,930
-3,122
-28% -$164K 0.03% 277
2026
Q1 		$579K Buy
11,052
+6,407
+138% +$339K 0.04% 222
2025
Q4 		$246K Buy
4,645
+313
+7% +$16.6K 0.02% 317
2025
Q3 		$230K Buy
4,332
+476
+12% +$25.1K 0.02% 323
2025
Q2 		$203K Buy
+3,856
New +$201K 0.02% 329
2022
Q2 		– Sell
-6,455
Closed -$329K – 310
2022
Q1 		$329K Buy
+6,455
New +$340K 0.04% 247

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

WBH Advisory's IGSB Position: Q2 2026 in Review

WBH Advisory reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 28% in Q2 2026, selling an estimated $164K and leaving 7,930 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #277.

WBH Advisory first reported a position in IGSB in Q1 2022 and has held it in 6 quarters since. The position peaked at $579K in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • WBH Advisory held 7,930 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $416K as of Q2 2026.
  • WBH Advisory sold 3,122 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #277 holding.
  • WBH Advisory first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • WBH Advisory's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $579K in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.