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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in ISHARES 1-5Y INV GRADE CORP

Williams Jones Wealth Management, LLC. holds 1.9M shares of IGSB (ISHARES 1-5Y INV GRADE CORP), worth $97.3M as of 2026-Q2. The position was increased (+6.0% shares). IGSB represents 1.1% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$97.3M

Current Shares

1.9M

Total Value Change

+$27.6M

Total Shares Change

+532,267

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+6.0%
$97.3M1.1%$52.01
50
2026-Q1
Increased
1.8M
+0.5%
$92M1.1%$51.56
47
2025-Q4
Increased
1.7M
+10.8%
$92.1M1.0%$51.49
52
2025-Q3
Increased
1.6M
+0.2%
$83.4M1.0%$50.86
42
2025-Q2
Increased
1.6M
+1.3%
$82.8M1.0%$50.04
42
2025-Q1
Increased
1.5M
+1.3%
$81.1M1.0%$49.12
47
2024-Q4
Increased
1.5M
+15.5%
$79.1M1.0%$48.14
48
2024-Q3
Increased
1.3M
+13.4%
$69.7M0.8%$48.36
47

Other major holders of IGSB: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, NORTHERN TRUST CORP

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