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

West Wealth 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 		– Sell
-6,407
Closed -$339K – 135
2025
Q4 		$339K Buy
6,407
+62
+1% +$3.28K 0.07% 85
2025
Q3 		$337K Buy
6,345
+975
+18% +$51.5K 0.08% 86
2025
Q2 		$283K Sell
5,370
-60
-1% -$3.13K 0.07% 87
2025
Q1 		$284K Buy
+5,430
New +$282K 0.08% 77

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

West Wealth Group's IGSB Position: Q1 2026 in Review

West Wealth Group sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 6,407 shares — an estimated $339K sold.

West Wealth Group first reported a position in IGSB in Q1 2025 and held it in 4 quarters. The position peaked at $339K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • West Wealth Group reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • West Wealth Group sold 6,407 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $339K.
  • West Wealth Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • West Wealth Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $339K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.