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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
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

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Weaver Consulting Group's IGSB Position: Q2 2026 in Review

Weaver Consulting Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 14% in Q2 2026, selling an estimated $184K and leaving 21,981 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #84.

Weaver Consulting Group first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2023. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Weaver Consulting Group held 21,981 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.15M as of Q2 2026.
  • Weaver Consulting Group sold 3,501 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.24% of Weaver Consulting Group's portfolio in Q2 2026, its #84 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 15 quarters since.
  • Weaver Consulting Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.86M in Q4 2023.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.