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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
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% +$99.8K 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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

Wealthstar Advisors's IGSB Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2% in Q2 2026, buying an estimated $198K and bringing the position to 194,548 shares worth $10.2M. The position accounts for 2.97% of the portfolio, ranked #3.

Wealthstar Advisors first reported a position in IGSB in Q1 2018 and has held it in 28 quarters since. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Wealthstar Advisors held 194,548 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $10.2M as of Q2 2026.
  • Wealthstar Advisors bought 3,769 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 2.97% of Wealthstar Advisors's portfolio in Q2 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 28 quarters since.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.