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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
Q2 		$97.3M Buy
1,855,860
+105,500
+6% +$5.53M 1.1% 25
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
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

Williams Jones Wealth Management's IGSB Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6% in Q2 2026, buying an estimated $5.53M and bringing the position to 1,855,860 shares worth $97.3M. The position accounts for 1.1% of the portfolio, ranked #25.

Williams Jones Wealth Management first reported a position in IGSB in Q3 2023 and has held it in 12 quarters since. 1,006 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Williams Jones Wealth Management held 1,855,860 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $97.3M as of Q2 2026.
  • Williams Jones Wealth Management bought 105,500 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.53M.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 1.1% of Williams Jones Wealth Management's portfolio in Q2 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 12 quarters since.
  • 1,006 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.