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

Wealth Forward LLC’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
Q1 		$10.8M Buy
206,250
+2,174
+1% +$115K 6.12% 6
2025
Q4 		$10.8M Buy
204,076
+2,376
+1% +$126K 6.1% 6
2025
Q3 		$10.7M Buy
+201,700
New +$10.6M 6.21% 6

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Forward LLC's IGSB Position: Q1 2026 in Review

Wealth Forward LLC increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q1 2026, buying an estimated $115K and bringing the position to 206,250 shares worth $10.8M. The position accounts for 6.12% of the portfolio, ranked #6.

Wealth Forward LLC first reported a position in IGSB in Q3 2025 and has held it in 3 quarters since. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Wealth Forward LLC held 206,250 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.8M as of Q1 2026.
  • Wealth Forward LLC bought 2,174 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $115K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 6.12% of Wealth Forward LLC's portfolio in Q1 2026, its #6 holding.
  • Wealth Forward LLC first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.