DDFG Inc’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

DDFG Inc’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
2025 Q3	–	Sell	-134,236	Closed	-$7.08M	–	86
2025 Q2	$7.08M	Buy	134,236 +4,105	+3%	+$214K	1.78%	17
2025 Q1	$6.81M	Sell	130,131 -133,551	-51%	-$6.94M	1.89%	16
2024 Q4	$13.6M	Buy	263,682 +3,010	+1%	+$156K	3.93%	10
2024 Q3	$13.7M	Sell	260,672 -195,216	-43%	-$10.2M	3.92%	10
2024 Q2	$23.4M	Buy	455,888 +9,747	+2%	+$497K	7.22%	4
2024 Q1	$22.9M	Buy	446,141 +8,028	+2%	+$411K	7.27%	4
2023 Q4	$22.5M	Sell	438,113 -2,507	-0.6%	-$126K	7.6%	4
2023 Q3	$22M	Buy	440,620 +154,762	+54%	+$7.74M	8.09%	4
2023 Q2	$14.3M	Buy	285,858 +5,083	+2%	+$256K	5.28%	7
2023 Q1	$14.2M	Buy	280,775 +15,431	+6%	+$775K	5.52%	7
2022 Q4	$13.2M	Buy	+265,344	New	+$13.1M	5.47%	6

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

DDFG Inc's IGSB Position: Q3 2025 in Review

DDFG Inc sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2025, closing a stake of 134,236 shares — an estimated $7.08M sold.

DDFG Inc first reported a position in IGSB in Q4 2022 and held it in 11 quarters. The position peaked at $23.4M in Q2 2024. 949 funds tracked by Wall St. Rank hold IGSB as of Q3 2025.

DDFG Inc reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
DDFG Inc sold 134,236 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $7.08M.
DDFG Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
DDFG Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23.4M in Q2 2024.
949 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on DDFG Inc's 13F filing for Q3 2025, filed 5 Nov 2025.