Wedmont Private Capital
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Wedmont Private Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wedmont Private Capital’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 		$229K Buy
+4,466
New +$232K 0.01% 901

Other funds holding IGSB

MCA
Maryland Capital Advisors Chester, Maryland $319M AUM
BSB
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
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wedmont Private Capital's IGSB Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2026: 4,466 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings.

154 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Wedmont Private Capital held 4,466 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $229K as of Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Wedmont Private Capital position in Q3 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #901 holding.
  • 154 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.