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

Williams Jones Wealth 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	$92M	Buy	1,750,360 +8,591	+0.5%	+$454K	1.13%	25
2025 Q4	$92.1M	Buy	1,741,769 +169,709	+11%	+$8.99M	1.04%	28
2025 Q3	$83.4M	Buy	1,572,060 +3,367	+0.2%	+$178K	0.95%	33
2025 Q2	$82.8M	Buy	1,568,693 +20,000	+1%	+$1.04M	0.99%	33
2025 Q1	$81.1M	Buy	1,548,693 +19,600	+1%	+$1.02M	1.04%	32
2024 Q4	$79.1M	Buy	1,529,093 +205,500	+16%	+$10.7M	0.95%	35
2024 Q3	$69.7M	Buy	1,323,593 +156,300	+13%	+$8.13M	0.82%	38
2024 Q2	$59.8M	Buy	1,167,293 +15,307	+1%	+$781K	0.74%	40
2024 Q1	$59.1M	Sell	1,151,986 -68,180	-6%	-$3.49M	0.75%	38
2023 Q4	$62.6M	Buy	1,220,166 +78,000	+7%	+$3.92M	0.88%	33
2023 Q3	$56.9M	Buy	+1,142,166	New	+$57.1M	0.87%	33

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 $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

Williams Jones Wealth Management's IGSB Position: Q1 2026 in Review

Williams Jones Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.49% in Q1 2026, buying an estimated $454K and bringing the position to 1,750,360 shares worth $92M. The position accounts for 1.13% of the portfolio, ranked #25.

Williams Jones Wealth Management first reported a position in IGSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $92.1M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Williams Jones Wealth Management held 1,750,360 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $92M as of Q1 2026.
Williams Jones Wealth Management bought 8,591 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $454K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.13% of Williams Jones Wealth Management's portfolio in Q1 2026, its #25 holding.
Williams Jones Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Williams Jones Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $92.1M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.