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

Diversify 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
Q1 		$3.72M Buy
70,898
+11,084
+19% +$586K 0.07% 244
2025
Q4 		$3.17M Sell
59,814
-79,285
-57% -$4.2M 0.15% 172
2025
Q3 		$7.34M Buy
139,099
+9,422
+7% +$497K 0.42% 55
2025
Q2 		$6.84M Buy
129,677
+5,097
+4% +$266K 0.42% 53
2025
Q1 		$6.54M Buy
124,580
+46,321
+59% +$2.41M 0.49% 45
2024
Q4 		$4.03M Buy
78,259
+2,086
+3% +$108K 0.31% 86
2024
Q3 		$3.97M Buy
76,173
+19,928
+35% +$1.04M 0.38% 68
2024
Q2 		$2.92M Buy
+56,245
New +$2.87M 0.36% 69

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Bank of America
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Morgan Stanley
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return