WIA
IGSB icon

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

Westview Investment Advisors’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 		$1.03M Sell
19,731
-3,470
-15% -$182K 0.51% 50
2026
Q1 		$1.22M Hold
23,201
– – 0.63% 50
2025
Q4 		$1.23M Buy
+23,201
New +$1.23M 0.58% 48

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Westview Investment Advisors's IGSB Position: Q2 2026 in Review

Westview Investment Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 15% in Q2 2026, selling an estimated $182K and leaving 19,731 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #50.

Westview Investment Advisors first reported a position in IGSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Westview Investment Advisors held 19,731 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.03M as of Q2 2026.
  • Westview Investment Advisors sold 3,470 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $182K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.51% of Westview Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Westview Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Westview Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.23M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Westview Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.