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 Q2	$833K	Buy	+15,896	New	+$833K	0.26%	37
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 $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

Westshore Wealth's IGSB Position: Q2 2026 in Review

Westshore Wealth opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 15,896 shares worth $833K. The stake represents 0.26% of the portfolio and ranks #37 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in IGSB as recently as Q4 2025.

Westshore Wealth first reported a position in IGSB in Q4 2019 and has held it in 8 quarters since. The position peaked at $14.2M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Westshore Wealth held 15,896 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $833K as of Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Westshore Wealth position in Q2 2026.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.26% of Westshore Wealth's portfolio in Q2 2026, its #37 holding.
Westshore Wealth first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 8 quarters since.
Westshore Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $14.2M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.