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

Wealth Enhancement Advisory Services’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 		$43.8M Buy
840,189
+110,195
+15% +$5.78M 0.07% 233
2026
Q1 		$38.3M Buy
729,994
+56,581
+8% +$2.99M 0.08% 243
2025
Q4 		$35.7M Buy
673,413
+42,958
+7% +$2.27M 0.05% 328
2025
Q3 		$33.4M Sell
630,455
-489,950
-44% -$25.9M 0.05% 316
2025
Q2 		$58.8M Sell
1,120,405
-30,319
-3% -$1.58M 0.1% 203
2025
Q1 		$60.3M Sell
1,150,724
-646,110
-36% -$33.6M 0.12% 174
2024
Q4 		$92.9M Buy
1,796,834
+678,990
+61% +$35.3M 0.18% 116
2024
Q3 		$58.9M Buy
1,117,844
+40,166
+4% +$2.09M 0.13% 162
2024
Q2 		$55.2M Buy
1,077,678
+25,746
+2% +$1.31M 0.13% 156
2024
Q1 		$53.9M Buy
1,051,932
+53,635
+5% +$2.74M 0.14% 149
2023
Q4 		$51.2M Buy
998,297
+74,386
+8% +$3.74M 0.15% 148
2023
Q3 		$46M Buy
+923,911
New +$46.2M 0.15% 140

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