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 Q2	$3.63M	Sell	69,821 -1,077	-2%	-$56.5K	0.06%	262
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

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Diversify Wealth Management's IGSB Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.5% in Q2 2026, selling an estimated $56.5K and leaving 69,821 shares worth $3.63M. The position accounts for 0.06% of the portfolio, ranked #262.

Diversify Wealth Management first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.34M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Diversify Wealth Management held 69,821 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.63M as of Q2 2026.
Diversify Wealth Management sold 1,077 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $56.5K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #262 holding.
Diversify Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $7.34M in Q3 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 Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.