Darwin Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Darwin 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	$45.1K	Buy	860 +9	+1%	+$472	0.01%	248
2026 Q1	$44.7K	Buy	851 +7	+0.8%	+$370	0.01%	229
2025 Q4	$44.7K	Buy	844 +12	+1%	+$635	0.01%	225
2025 Q3	$44.1K	Buy	832 +10	+1%	+$528	0.01%	230
2025 Q2	$43.4K	Buy	822 +15	+2%	+$784	0.02%	217
2025 Q1	$41.8K	Hold	807	–	–	0.01%	239
2024 Q4	$41.8K	Sell	807 -149	-16%	-$7.75K	0.01%	239
2024 Q3	$50.4K	Buy	+956	New	+$49.8K	0.01%	234
2022 Q1	–	Sell	-293,603	Closed	-$15.7M	–	173
2021 Q4	$15.7M	Buy	293,603 +48,299	+20%	+$2.62M	2.47%	11
2021 Q3	$13.4M	Buy	245,304 +15,820	+7%	+$866K	2.14%	11
2021 Q2	$12.6M	Buy	229,484 +61,531	+37%	+$3.37M	2.05%	15
2021 Q1	$9.18M	Buy	+167,953	New	+$9.22M	1.6%	17
2020 Q2	–	Sell	-484	Closed	-$25K	–	426
2020 Q1	$25K	Buy	+484	New	+$25.8K	0.01%	322

Other funds holding IGSB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Darwin Wealth Management's IGSB Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.1% in Q2 2026, buying an estimated $472 and bringing the position to 860 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #248.

Darwin Wealth Management first reported a position in IGSB in Q1 2020 and has held it in 13 quarters since. The position peaked at $15.7M in Q4 2021. 365 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Darwin Wealth Management held 860 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $45.1K as of Q2 2026.
Darwin Wealth Management bought 9 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $472.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #248 holding.
Darwin Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
Darwin Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.7M in Q4 2021.
365 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.