Diversify Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.63M Buy
+69,821
New +$3.66M 0.06% 262
2026
Q1
– Sell
-25,698
Closed -$1.36M – 524
2025
Q4
$1.36M Sell
25,698
-15,402
-37% -$815K 0.04% 305
2025
Q3
$2.17M Sell
41,100
-46,346
-53% -$2.45M 0.07% 202
2025
Q2
$4.61M Buy
+87,446
New +$4.57M 0.18% 93

Other funds holding IGSB

Diversify Advisory Services's IGSB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2026: 69,821 shares worth $3.63M. The stake represents 0.06% of the portfolio and ranks #262 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IGSB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IGSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.61M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Diversify Advisory Services held 69,821 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.63M as of Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #262 holding.
  • Diversify Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Diversify Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.61M in Q2 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.