Wealth Forward, LLC IGSB holdings history
ISHARES 1-5Y INV GRADE CORP · CUSIP 464288646 · CIK 2012773
As of Sep 30, 2026, Wealth Forward, LLC reported 88.69K IGSB (shares), valued at $4.54M, or 2.06% of its reported non-derivative portfolio. Filed Oct 14, 2026.
Verify history & sources →Shares decreased 57.49%; reported value decreased 58.45%, and weight changed -3.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 2.06% | 88,688 | SEC filing ↗Filed Oct 14, 2026 |
| Q2 2026 | 5.45% | 208,621 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 6.12% | 206,250 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 6.10% | 204,076 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 6.21% | 201,700 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 6.21% | 201,700 | $10.70M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 6.10% | 204,076 | $10.79M | Shares increased 1.18%; reported value increased 0.89%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 6.12% | 206,250 | $10.84M | Shares increased 1.07%; reported value increased 0.45%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 5.45% | 208,621 | $10.93M | Shares increased 1.15%; reported value increased 0.86%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
| Q3 2026 | 2.06% | 88,688 | $4.54M | Shares decreased 57.49%; reported value decreased 58.45%, and weight changed -3.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2026 |
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{"action":"portfolio","cik":"2012773","quarter":"2026Q3","cusip":"464288646"}
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.