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 Q2	$934K	Buy	17,825 +75	+0.4%	+$3.93K	0.12%	82
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 $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

White Lighthouse Investment Management's IGSB Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.42% in Q2 2026, buying an estimated $3.93K and bringing the position to 17,825 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #82.

White Lighthouse Investment Management first reported a position in IGSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2023. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

White Lighthouse Investment Management held 17,825 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $934K as of Q2 2026.
White Lighthouse Investment Management bought 75 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.93K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of White Lighthouse Investment Management's portfolio in Q2 2026, its #82 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 15 quarters since.
White Lighthouse Investment Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.14M in Q1 2023.
1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.