Darwin Wealth Management
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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
Q3 		$44.6K Buy
870
+10
+1% +$519 0.01% 340
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Darwin Wealth Management's IGSB Position: Q3 2026 in Review

Darwin Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.2% in Q3 2026, buying an estimated $519 and bringing the position to 870 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #340.

Darwin Wealth Management first reported a position in IGSB in Q1 2020 and has held it in 14 quarters since. The position peaked at $15.7M in Q4 2021. 727 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Darwin Wealth Management held 870 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $44.6K as of Q3 2026.
  • Darwin Wealth Management bought 10 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $519.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #340 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 14 quarters since.
  • Darwin Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $15.7M in Q4 2021.
  • 727 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.