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

Western Wealth Management’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	$981K	Buy	18,712 +2,125	+13%	+$111K	0.03%	483
2026 Q1	$872K	Sell	16,587 -46,292	-74%	-$2.45M	0.03%	488
2025 Q4	$3.33M	Buy	62,879 +48,221	+329%	+$2.55M	0.15%	130
2025 Q3	$777K	Buy	+14,658	New	+$774K	0.04%	354
2022 Q4	–	Sell	-4,198	Closed	-$207K	–	695
2022 Q3	$207K	Sell	4,198 -164	-4%	-$8.28K	0.01%	741
2022 Q2	$221K	Buy	4,362 +333	+8%	+$17K	0.01%	706
2022 Q1	$209K	Sell	4,029 -1,967	-33%	-$104K	0.01%	783
2021 Q4	$324K	Buy	+5,996	New	+$325K	0.03%	445
2021 Q2	$610K	Buy	+11,119	New	+$609K	0.06%	317
2020 Q4	–	Sell	-8,118	Closed	-$446K	–	481
2020 Q3	$446K	Buy	8,118 +741	+10%	+$40.7K	0.07%	258
2020 Q2	$404K	Buy	+7,377	New	+$397K	0.07%	260

Other funds holding IGSB

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Western Wealth Management's IGSB Position: Q2 2026 in Review

Western Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 18,712 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #483.

Western Wealth Management first reported a position in IGSB in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.33M in Q4 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Western Wealth Management held 18,712 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $981K as of Q2 2026.
Western Wealth Management bought 2,125 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $111K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #483 holding.
Western Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Western Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $3.33M in Q4 2025.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.