Wealthspire Advisors (New York)’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthspire Advisors (New York)’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	$1.73M	Buy	+32,983	New	+$1.73M	0.01%	447
2025 Q4	–	Sell	-110	Closed	-$5.83K	–	1917
2025 Q3	$5.83K	Buy	+110	New	+$5.81K	﹤0.01%	2261
2022 Q4	–	Sell	-21,079	Closed	-$1.04M	–	594
2022 Q3	$1.04M	Buy	+21,079	New	+$1.06M	0.02%	223
2021 Q2	–	Sell	-6,655	Closed	-$364K	–	509
2021 Q1	$364K	Buy	+6,655	New	+$365K	0.01%	492

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s IGSB Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 32,983 shares worth $1.73M. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IGSB as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IGSB in Q1 2021 and has held it in 4 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Wealthspire Advisors (New York) held 32,983 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.73M as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #447 holding.
Wealthspire Advisors (New York) first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 4 quarters since.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.