TD PRIVATE CLIENT WEALTH LLC IGSB — ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF

Ownership history in TD PRIVATE CLIENT WEALTH LLC  ·  7 quarters on record

AI Ownership Summary

TD PRIVATE CLIENT WEALTH LLC reported ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF (IGSB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.08% in 2026 Q1. The latest visible filing shows IGSB at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD PRIVATE CLIENT WEALTH LLC's position in ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGSB was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IGSB stock page TD PRIVATE CLIENT WEALTH LLC fund profile TD PRIVATE CLIENT WEALTH LLC full holdings
How TD PRIVATE CLIENT WEALTH LLC held IGSB — position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 987,732 +172,446 +21.2% 1.08% $51.9M 2026-04-27 $52.45
2025 Q4 ADDED — — — 815,286 +97,349 +13.6% 0.92% $43.1M 2026-02-05 $52.39
2025 Q3 ADDED — — — 717,937 +113,416 +18.8% 0.86% $38.1M 2025-10-27 $51.77
2025 Q2 ADDED — — — 604,521 +58,057 +10.6% 0.78% $31.9M 2025-07-15 $50.45
2025 Q1 ADDED — — — 546,464 +104,063 +23.5% 0.79% $28.6M 2025-04-29 $49.99
2024 Q4 ADDED — — — 442,401 +41,381 +10.3% 0.64% $22.9M 2025-02-11 $49.01
2024 Q3 INITIATED — — — 401,020 — — 0.61% $21.1M 2024-11-18 $48.51

🏢 Other funds also holding IGSB

As of 2026 Q1 — sorted by position size

Schaeffer Financial LLC 3Y 28.73% Matson Money. Inc. 3Y 7Y 24.0% JBGlobal.com LLC 19.84% Vertex Investment Solutions Co., Ltd. 13.95% Elevate Capital Advisors, LLC 11.76% Parkside Investments, LLC 3Y 7Y 11.26% Artesa Financial Group, LLC 8.75% ARCH CAPITAL GROUP LTD. 3Y 8.5% Kelsey Financial, LLC 8.04% Northstar Advisory Group, LLC 3Y 7.41%

FAQ About TD PRIVATE CLIENT WEALTH LLC and IGSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has TD PRIVATE CLIENT WEALTH LLC reported owning IGSB?

TD PRIVATE CLIENT WEALTH LLC reported IGSB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IGSB position in TD PRIVATE CLIENT WEALTH LLC's portfolio?

The largest reported portfolio weight for IGSB was 1.08% in 2026 Q1.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2026 Q1, when TD PRIVATE CLIENT WEALTH LLC reported 987,732 shares, equal to 1.08% of portfolio, with an estimated market value of $51.9M.

What does the chart on this IGSB ownership page compare?

The chart compares TD PRIVATE CLIENT WEALTH LLC's quarterly IGSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TD PRIVATE CLIENT WEALTH LLC time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, TD PRIVATE CLIENT WEALTH LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on IGSB relative to SPY over the holding period was -9.0%.

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