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Wealthstar Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wealthstar Advisors’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 		$10M Buy
195,590
+1,042
+0.5% +$54.1K 2.83% 3
2026
Q2 		$10.2M Buy
194,548
+3,769
+2% +$198K 2.97% 3
2026
Q1 		$10M Sell
190,779
-946
-0.5% -$50K 4.7% 3
2025
Q4 		$10.1M Buy
191,725
+69,642
+57% +$3.69M 4.46% 3
2025
Q3 		$6.47M Buy
122,083
+88
+0.1% +$4.64K 2.55% 8
2025
Q2 		$6.44M Sell
121,995
-12,777
-9% -$668K 2.42% 8
2025
Q1 		$7.06M Buy
134,772
+4,510
+3% +$234K 3.23% 4
2024
Q4 		$6.73M Buy
+130,262
New +$6.77M 2.93% 5
2024
Q2 		– Sell
-89,361
Closed -$4.58M – 74
2024
Q1 		$4.58M Buy
89,361
+33,439
+60% +$1.71M 1.6% 7
2023
Q4 		$2.87M Sell
55,922
-6,956
-11% -$349K 0.46% 12
2023
Q3 		$3.13M Sell
62,878
-9,554
-13% -$478K 1.2% 9
2023
Q2 		$3.63M Sell
72,432
-1,583
-2% -$79.7K 1.53% 7
2023
Q1 		$3.74M Sell
74,015
-15,798
-18% -$793K 1.42% 8
2022
Q4 		$4.47M Sell
89,813
-4,535
-5% -$225K 2.04% 7
2022
Q3 		$4.65M Buy
94,348
+3,976
+4% +$201K 2.21% 7
2022
Q2 		$4.58M Sell
90,372
-4,712
-5% -$240K 1.77% 9
2022
Q1 		$4.93M Sell
95,084
-7,054
-7% -$372K 1.83% 9
2021
Q4 		$5.51M Sell
102,138
-1,481
-1% -$80.2K 1.89% 14
2021
Q3 		$5.67M Buy
103,619
+1,822
+2% +$100K 1.71% 10
2021
Q2 		$5.59M Buy
+101,797
New +$5.58M 1.75% 9
2020
Q1 		$4.99M Sell
94,989
-1,902
-2% -$101K 3.51% 7
2019
Q4 		$5.21M Buy
96,891
+143
+0.1% +$7.67K 3.21% 7
2019
Q3 		$5.2M Sell
96,748
-744
-0.8% -$39.8K 2.9% 8
2019
Q2 		$5.21M Sell
97,492
-2,920
-3% -$154K 3.05% 7
2019
Q1 		$5.31M Sell
100,412
-482
-0.5% -$25.2K 3.26% 7
2018
Q4 		$5.23M Sell
100,894
-1,404
-1% -$72.4K 3.91% 7
2018
Q3 		$5.32M Sell
102,298
-894
-0.9% -$46.4K 3.13% 7
2018
Q2 		$5.35M Sell
103,192
-388
-0.4% -$20.1K 1.63% 7
2018
Q1 		$5.38M Buy
+103,580
New +$5.39M 1.61% 7

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthstar Advisors's IGSB Position: Q3 2026 in Review

Wealthstar Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.54% in Q3 2026, buying an estimated $54.1K and bringing the position to 195,590 shares worth $10M. The position accounts for 2.83% of the portfolio, ranked #3.

Wealthstar Advisors first reported a position in IGSB in Q1 2018 and has held it in 29 quarters since. The position peaked at $10.2M in Q2 2026. 620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Wealthstar Advisors held 195,590 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10M as of Q3 2026.
  • Wealthstar Advisors bought 1,042 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $54.1K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.83% of Wealthstar Advisors's portfolio in Q3 2026, its #3 holding.
  • Wealthstar Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 29 quarters since.
  • Wealthstar Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $10.2M in Q2 2026.
  • 620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.