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

White Lighthouse Investment 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 Q1	$933K	Buy	17,750 +160	+0.9%	+$8.46K	0.13%	78
2025 Q4	$930K	Buy	17,590 +270	+2%	+$14.3K	0.13%	78
2025 Q3	$918K	Sell	17,320 -1,500	-8%	-$79.2K	0.14%	72
2025 Q2	$993K	Hold	18,820	–	–	0.16%	69
2025 Q1	$986K	Hold	18,820	–	–	0.18%	71
2024 Q4	$973K	Buy	18,820 +800	+4%	+$41.6K	0.17%	67
2024 Q3	$949K	Hold	18,020	–	–	0.17%	68
2024 Q2	$923K	Buy	18,020 +104	+0.6%	+$5.3K	0.18%	67
2024 Q1	$919K	Buy	17,916 +65	+0.4%	+$3.33K	0.19%	68
2023 Q4	$915K	Sell	17,851 -4,290	-19%	-$215K	0.2%	67
2023 Q3	$1.1M	Hold	22,141	–	–	0.27%	59
2023 Q2	$1.11M	Sell	22,141 -416	-2%	-$21K	0.27%	56
2023 Q1	$1.14M	Buy	22,557 +75	+0.3%	+$3.77K	0.29%	56
2022 Q4	$1.12M	Buy	+22,482	New	+$1.11M	0.3%	55

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.26B AUM 12.5% 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 $374B AUM 17.66% 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

White Lighthouse Investment Management's IGSB Position: Q1 2026 in Review

White Lighthouse Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.91% in Q1 2026, buying an estimated $8.46K and bringing the position to 17,750 shares worth $933K. The position accounts for 0.13% of the portfolio, ranked #78.

White Lighthouse Investment Management first reported a position in IGSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

White Lighthouse Investment Management held 17,750 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $933K as of Q1 2026.
White Lighthouse Investment Management bought 160 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $8.46K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.13% of White Lighthouse Investment Management's portfolio in Q1 2026, its #78 holding.
White Lighthouse Investment Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
White Lighthouse Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.