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

Wealth Advisory Solutions’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 		$505K Sell
9,638
-219
-2% -$11.5K 0.1% 94
2026
Q1 		$518K Sell
9,857
-60
-0.6% -$3.17K 0.12% 90
2025
Q4 		$524K Sell
9,917
-533
-5% -$28.2K 0.12% 86
2025
Q3 		$554K Buy
10,450
+65
+0.6% +$3.43K 0.13% 87
2025
Q2 		$548K Hold
10,385
– – 0.14% 85
2025
Q1 		$544K Sell
10,385
-481
-4% -$25K 0.14% 85
2024
Q4 		$562K Sell
10,866
-310
-3% -$16.1K 0.16% 80
2024
Q3 		$589K Sell
11,176
-110
-1% -$5.72K 0.16% 77
2024
Q2 		$578K Sell
11,286
-512
-4% -$26.1K 0.16% 77
2024
Q1 		$605K Sell
11,798
-346
-3% -$17.7K 0.16% 76
2023
Q4 		$623K Sell
12,144
-13,145
-52% -$660K 0.22% 50
2023
Q3 		$1.28M Buy
25,289
+11,599
+85% +$580K 0.25% 60
2023
Q2 		$687K Sell
13,690
-55
-0.4% -$2.77K 0.18% 74
2023
Q1 		$695K Sell
13,745
-8,517
-38% -$428K 0.18% 80
2022
Q4 		$1.11M Sell
22,262
-11,232
-34% -$556K 0.3% 72
2022
Q3 		$1.65M Sell
33,494
-3,301
-9% -$167K 0.46% 61
2022
Q2 		$1.86M Sell
36,795
-2,505
-6% -$128K 0.46% 64
2022
Q1 		$2.03M Buy
+39,300
New +$2.07M 0.42% 64
2021
Q3 		$2.22M Buy
40,652
+276
+0.7% +$15.1K 0.49% 53
2021
Q2 		$2.21M Sell
40,376
-16,887
-29% -$925K 0.53% 53
2021
Q1 		$3M Sell
57,263
-50,616
-47% -$2.78M 0.62% 49
2020
Q4 		$5.95M Sell
107,879
-15,482
-13% -$851K 1.62% 19
2020
Q3 		$6.77M Buy
123,361
+1,399
+1% +$76.8K 1.8% 13
2020
Q2 		$6.67M Sell
121,962
-1,722
-1% -$92.8K 1.86% 9
2020
Q1 		$6.48M Sell
123,684
-75,611
-38% -$4.02M 2.2% 8
2019
Q4 		$10.7M Buy
+199,295
New +$10.7M 2.82% 5

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

Wealth Advisory Solutions's IGSB Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.2% in Q2 2026, selling an estimated $11.5K and leaving 9,638 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #94.

Wealth Advisory Solutions first reported a position in IGSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q4 2019. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Wealth Advisory Solutions held 9,638 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $505K as of Q2 2026.
  • Wealth Advisory Solutions sold 219 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Wealth Advisory Solutions's portfolio in Q2 2026, its #94 holding.
  • Wealth Advisory Solutions first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.7M in Q4 2019.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.