Wealth Enhancement Advisory Services
IGSB icon

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

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 Enhancement Advisory Services's IGSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, buying an estimated $5.78M and bringing the position to 840,189 shares worth $43.8M. The position accounts for 0.07% of the portfolio, ranked #233.

Wealth Enhancement Advisory Services first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $92.9M in Q4 2024. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 840,189 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $43.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 110,195 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.78M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #233 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $92.9M in Q4 2024.
  • 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 Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.