Winthrop Advisory Group
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Winthrop Advisory Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Winthrop Advisory Group’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
Q3 		$257K Sell
5,016
-3,055
-38% -$159K 0.02% 187
2026
Q2 		$423K Buy
8,071
+1,000
+14% +$52.4K 0.03% 136
2026
Q1 		$372K Buy
7,071
+26
+0.4% +$1.37K 0.03% 126
2025
Q4 		$373K Buy
7,045
+53
+0.8% +$2.81K 0.03% 124
2025
Q3 		$371K Buy
6,992
+39
+0.6% +$2.06K 0.03% 120
2025
Q2 		$367K Buy
6,953
+994
+17% +$51.9K 0.04% 119
2025
Q1 		$312K Buy
+5,959
New +$310K 0.04% 115

Other funds holding IGSB

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Winthrop Advisory Group's IGSB Position: Q3 2026 in Review

Winthrop Advisory Group reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 38% in Q3 2026, selling an estimated $159K and leaving 5,016 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #187.

Winthrop Advisory Group first reported a position in IGSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $423K in Q2 2026. 620 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Winthrop Advisory Group held 5,016 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $257K as of Q3 2026.
  • Winthrop Advisory Group sold 3,055 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $159K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #187 holding.
  • Winthrop Advisory Group first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Winthrop Advisory Group's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $423K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.