Wealth Advisory Solutions
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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
Q3 		$486K Sell
9,486
-152
-2% -$7.9K 0.1% 99
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Maryland Capital Advisors
Maryland Capital Advisors Chester, Maryland $319M AUM
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Wealth Advisory Solutions's IGSB Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.6% in Q3 2026, selling an estimated $7.9K and leaving 9,486 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #99.

Wealth Advisory Solutions first reported a position in IGSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2019. 283 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Wealth Advisory Solutions held 9,486 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $486K as of Q3 2026.
  • Wealth Advisory Solutions sold 152 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $7.9K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Wealth Advisory Solutions's portfolio in Q3 2026, its #99 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 27 quarters since.
  • Wealth Advisory Solutions's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.7M in Q4 2019.
  • 283 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.