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Wealth Advisors of Tampa Bay’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealth Advisors of Tampa Bay’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 		$2.78M Buy
52,912
+226
+0.4% +$11.9K 0.92% 38
2025
Q4 		$2.79M Sell
52,686
-940
-2% -$49.8K 0.96% 39
2025
Q3 		$2.84M Hold
53,626
– – 0.95% 44
2025
Q2 		$2.83M Sell
53,626
-1,000
-2% -$52.2K 1.07% 38
2025
Q1 		$2.86M Sell
54,626
-500
-0.9% -$26K 1.16% 35
2024
Q4 		$2.85M Hold
55,126
– – 1.22% 30
2024
Q3 		$2.9M Buy
+55,126
New +$2.87M 1.21% 35

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IGSB Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.43% in Q1 2026, buying an estimated $11.9K and bringing the position to 52,912 shares worth $2.78M. The position accounts for 0.92% of the portfolio, ranked #38.

Wealth Advisors of Tampa Bay first reported a position in IGSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 52,912 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $2.78M as of Q1 2026.
  • Wealth Advisors of Tampa Bay bought 226 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $11.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.92% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #38 holding.
  • Wealth Advisors of Tampa Bay first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealth Advisors of Tampa Bay's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.9M in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.