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Wescott Financial Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Wescott Financial Advisory 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
Q1 		$1.81M Buy
34,385
+3,336
+11% +$176K 0.16% 69
2025
Q4 		$1.64M Sell
31,049
-114
-0.4% -$6.04K 0.14% 72
2025
Q3 		$1.65M Buy
31,163
+792
+3% +$41.8K 0.15% 68
2025
Q2 		$1.6M Sell
30,371
-8,140
-21% -$425K 0.15% 65
2025
Q1 		$2.02M Sell
38,511
-636
-2% -$33.1K 0.21% 57
2024
Q4 		$2.02M Sell
39,147
-8,648
-18% -$450K 0.21% 56
2024
Q3 		$2.52M Sell
47,795
-877
-2% -$45.6K 0.27% 52
2024
Q2 		$2.49M Sell
48,672
-498
-1% -$25.4K 0.29% 49
2024
Q1 		$2.52M Sell
49,170
-51
-0.1% -$2.61K 0.31% 45
2023
Q4 		$2.52M Buy
49,221
+7,642
+18% +$384K 0.35% 44
2023
Q3 		$2.07M Buy
41,579
+4,920
+13% +$246K 0.38% 45
2023
Q2 		$1.84M Sell
36,659
-1,249
-3% -$62.9K 0.32% 49
2023
Q1 		$1.92M Sell
37,908
-67
-0.2% -$3.36K 0.42% 44
2022
Q4 		$1.89M Buy
37,975
+27,453
+261% +$1.36M 0.41% 43
2022
Q3 		$519K Sell
10,522
-1,797
-15% -$90.7K 0.14% 84
2022
Q2 		$623K Buy
12,319
+52
+0.4% +$2.65K 0.17% 72
2022
Q1 		$634K Buy
+12,267
New +$647K 0.16% 71

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wescott Financial Advisory Group's IGSB Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 11% in Q1 2026, buying an estimated $176K and bringing the position to 34,385 shares worth $1.81M. The position accounts for 0.16% of the portfolio, ranked #69.

Wescott Financial Advisory Group first reported a position in IGSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.52M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Wescott Financial Advisory Group held 34,385 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.81M as of Q1 2026.
  • Wescott Financial Advisory Group bought 3,336 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $176K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.16% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #69 holding.
  • Wescott Financial Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Wescott Financial Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.52M in Q4 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.