Wealth Forward LLC
IGSB icon

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
Q3 		$4.54M Sell
88,688
-119,933
-57% -$6.23M 2.06% 13
2026
Q2 		$10.9M Buy
208,621
+2,371
+1% +$124K 5.45% 6
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

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
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
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 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
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Wealth Forward LLC's IGSB Position: Q3 2026 in Review

Wealth Forward LLC reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 57% in Q3 2026, selling an estimated $6.23M and leaving 88,688 shares worth $4.54M. The position accounts for 2.06% of the portfolio, ranked #13.

Wealth Forward LLC first reported a position in IGSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q2 2026. 359 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Wealth Forward LLC held 88,688 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.54M as of Q3 2026.
  • Wealth Forward LLC sold 119,933 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.23M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.06% of Wealth Forward LLC's portfolio in Q3 2026, its #13 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 5 quarters since.
  • Wealth Forward LLC's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.9M in Q2 2026.
  • 359 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.