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

Westshore Wealth’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	-5,674	Closed	-$300K	–	108
2025 Q4	$300K	Buy	+5,674	New	+$300K	0.1%	75
2022 Q2	–	Sell	-273,377	Closed	-$14.1M	–	106
2022 Q1	$14.1M	Buy	273,377 +10,583	+4%	+$558K	9.5%	3
2021 Q4	$14.2M	Buy	262,794 +18,808	+8%	+$1.02M	9.7%	3
2021 Q3	$13.3M	Sell	243,986 -4,857	-2%	-$266K	10.76%	3
2021 Q2	$13.6M	Sell	248,843 -5,419	-2%	-$297K	7.01%	3
2021 Q1	$13.9M	Buy	+254,262	New	+$14M	7.93%	3
2019 Q4	$2.74M	Buy	+51,148	New	+$2.74M	3.02%	9

Other funds holding IGSB

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 New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westshore Wealth's IGSB Position: Q1 2026 in Review

Westshore Wealth sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2026, closing a stake of 5,674 shares — an estimated $300K sold.

Westshore Wealth first reported a position in IGSB in Q4 2019 and held it in 7 quarters. The position peaked at $14.2M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Westshore Wealth reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Westshore Wealth sold 5,674 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $300K.
Westshore Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Westshore Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.2M in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.