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

Wealth Enhancement Trust 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 		$3.75M Buy
71,471
+18,087
+34% +$948K 0.42% 60
2026
Q1 		$2.81M Buy
53,384
+17,704
+50% +$936K 0.34% 68
2025
Q4 		$1.89M Buy
+35,680
New +$1.89M 0.24% 81

Other funds holding IGSB

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Trust Services's IGSB Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 34% in Q2 2026, buying an estimated $948K and bringing the position to 71,471 shares worth $3.75M. The position accounts for 0.42% of the portfolio, ranked #60.

Wealth Enhancement Trust Services first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Wealth Enhancement Trust Services held 71,471 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.75M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 18,087 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $948K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.42% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #60 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.