Weaver Consulting Group
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Weaver Consulting Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Weaver Consulting Group’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 		$1.04M Sell
20,218
-1,763
-8% -$91.6K 0.2% 103
2026
Q2 		$1.15M Sell
21,981
-3,501
-14% -$184K 0.24% 84
2026
Q1 		$1.34M Sell
25,482
-1,133
-4% -$59.9K 0.32% 67
2025
Q4 		$1.41M Sell
26,615
-575
-2% -$30.4K 0.34% 63
2025
Q3 		$1.44M Sell
27,190
-4,406
-14% -$233K 0.37% 57
2025
Q2 		$1.67M Sell
31,596
-379
-1% -$19.8K 0.46% 53
2025
Q1 		$1.67M Buy
31,975
+1,716
+6% +$89.2K 0.5% 47
2024
Q4 		$1.56M Buy
30,259
+1,787
+6% +$92.9K 0.48% 50
2024
Q3 		$1.5M Sell
28,472
-360
-1% -$18.7K 0.48% 51
2024
Q2 		$1.48M Sell
28,832
-6,574
-19% -$335K 0.52% 50
2024
Q1 		$1.82M Sell
35,406
-925
-3% -$47.3K 0.67% 40
2023
Q4 		$1.86M Buy
36,331
+1,963
+6% +$98.6K 0.76% 36
2023
Q3 		$1.71M Sell
34,368
-2,057
-6% -$103K 0.77% 33
2023
Q2 		$1.83M Buy
36,425
+8,052
+28% +$406K 0.81% 33
2023
Q1 		$1.43M Buy
28,373
+9,976
+54% +$501K 0.66% 35
2022
Q4 		$917K Buy
+18,397
New +$911K 0.47% 45

Other funds holding IGSB

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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Weaver Consulting Group's IGSB Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 8% in Q3 2026, selling an estimated $91.6K and leaving 20,218 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #103.

Weaver Consulting Group first reported a position in IGSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q4 2023. 269 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Weaver Consulting Group held 20,218 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.04M as of Q3 2026.
  • Weaver Consulting Group sold 1,763 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $91.6K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.2% of Weaver Consulting Group's portfolio in Q3 2026, its #103 holding.
  • Weaver Consulting Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Weaver Consulting Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.86M in Q4 2023.
  • 269 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.