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

Diversified Portfolios 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
2026 Q1	$5.39M	Sell	102,614 -66	-0.1%	-$3.49K	0.44%	41
2025 Q4	$5.43M	Hold	102,680	–	–	0.45%	39
2025 Q3	$5.45M	Hold	102,680	–	–	0.48%	40
2025 Q2	$5.42M	Sell	102,680 -1,872	-2%	-$97.8K	0.52%	38
2025 Q1	$5.48M	Sell	104,552 -1,146	-1%	-$59.6K	0.58%	35
2024 Q4	$5.46M	Sell	105,698 -261	-0.2%	-$13.6K	0.6%	39
2024 Q3	$5.58M	Hold	105,959	–	–	0.63%	37
2024 Q2	$5.43M	Hold	105,959	–	–	0.72%	30
2024 Q1	$5.43M	Buy	105,959 +8,933	+9%	+$457K	0.76%	30
2023 Q4	$4.98M	Buy	97,026 +1,845	+2%	+$92.6K	0.78%	29
2023 Q3	$4.74M	Buy	+95,181	New	+$4.76M	0.89%	26
2022 Q2	–	Sell	-5,719	Closed	-$296K	–	137
2022 Q1	$296K	Hold	5,719	–	–	0.07%	115
2021 Q4	$308K	Buy	+5,719	New	+$310K	0.07%	109

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Diversified Portfolios Inc's IGSB Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.06% in Q1 2026, selling an estimated $3.49K and leaving 102,614 shares worth $5.39M. The position accounts for 0.44% of the portfolio, ranked #41.

Diversified Portfolios Inc first reported a position in IGSB in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.58M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Diversified Portfolios Inc held 102,614 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5.39M as of Q1 2026.
Diversified Portfolios Inc sold 66 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.49K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.44% of Diversified Portfolios Inc's portfolio in Q1 2026, its #41 holding.
Diversified Portfolios Inc first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 13 quarters since.
Diversified Portfolios Inc's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.58M in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.