Wealthcare Advisory Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthcare Advisory Partners’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	$1.83M	Sell	35,004 -33,117	-49%	-$1.74M	0.03%	380
2026 Q1	$3.58M	Buy	68,121 +22,183	+48%	+$1.17M	0.07%	238
2025 Q4	$2.43M	Buy	45,938 +14,517	+46%	+$769K	0.05%	310
2025 Q3	$1.67M	Buy	31,421 +5,390	+21%	+$285K	0.03%	386
2025 Q2	$1.37M	Sell	26,031 -1,495	-5%	-$78.1K	0.03%	414
2025 Q1	$1.44M	Buy	27,526 +12,332	+81%	+$641K	0.04%	364
2024 Q4	$786K	Buy	15,194 +5,777	+61%	+$300K	0.02%	475
2024 Q3	$496K	Buy	9,417 +4,931	+110%	+$257K	0.01%	569
2024 Q2	$230K	Buy	+4,486	New	+$229K	0.01%	751
2023 Q1	–	Sell	-5,126	Closed	-$255K	–	714
2022 Q4	$255K	Buy	+5,126	New	+$254K	0.01%	575
2022 Q2	–	Sell	-4,125	Closed	-$213K	–	594
2022 Q1	$213K	Buy	4,125 +119	+3%	+$6.27K	0.01%	505
2021 Q4	$216K	Sell	4,006 -3,655	-48%	-$198K	0.01%	528
2021 Q3	$419K	Buy	7,661 +3,128	+69%	+$171K	0.03%	350
2021 Q2	$248K	Buy	4,533 +1,264	+39%	+$69.2K	0.02%	469
2021 Q1	$179K	Buy	+3,269	New	+$180K	0.01%	509
2020 Q4	–	Sell	-5,774	Closed	-$317K	–	447
2020 Q3	$317K	Sell	5,774 -2,243	-28%	-$123K	0.03%	268
2020 Q2	$439K	Sell	8,017 -605	-7%	-$32.6K	0.05%	191
2020 Q1	$451K	Buy	8,622 +355	+4%	+$18.9K	0.07%	163
2019 Q4	$443K	Buy	8,267 +2,764	+50%	+$148K	0.06%	185
2019 Q3	$295K	Buy	5,503 +746	+16%	+$39.9K	0.04%	214
2019 Q2	$254K	Buy	4,757 +3,598	+310%	+$190K	0.04%	232
2019 Q1	$61K	Hold	1,159	–	–	0.01%	423
2018 Q4	$60K	Hold	1,159	–	–	0.01%	398
2018 Q3	$60K	Buy	1,159 +17	+1%	+$881	0.01%	428
2018 Q2	$59K	Hold	1,142	–	–	0.01%	435
2018 Q1	$59K	Hold	1,142	–	–	0.01%	368
2017 Q4	$60K	Sell	1,142 -836	-42%	-$43.9K	0.02%	343
2017 Q3	$104K	Buy	+1,978	New	+$104K	0.03%	208

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Wealthcare Advisory Partners's IGSB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 49% in Q2 2026, selling an estimated $1.74M and leaving 35,004 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #380.

Wealthcare Advisory Partners first reported a position in IGSB in Q3 2017 and has held it in 28 quarters since. The position peaked at $3.58M in Q1 2026. 229 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Wealthcare Advisory Partners held 35,004 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.83M as of Q2 2026.
Wealthcare Advisory Partners sold 33,117 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.74M.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #380 holding.
Wealthcare Advisory Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2017 and has held it in 28 quarters since.
Wealthcare Advisory Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.58M in Q1 2026.
229 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.