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

Dodds Wealth’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 		$424K Sell
8,099
-2,503
-24% -$131K 0.1% 41
2026
Q1 		$557K Buy
10,602
+3
+0% +$159 0.14% 36
2025
Q4 		$560K Buy
10,599
+5
+0% +$265 0.14% 36
2025
Q3 		$562K Buy
10,594
+4
+0% +$211 0.14% 35
2025
Q2 		$559K Sell
10,590
-208
-2% -$10.9K 0.15% 34
2025
Q1 		$565K Sell
10,798
-1,068
-9% -$55.5K 0.18% 37
2024
Q4 		$615K Buy
11,866
+4
+0% +$208 0.2% 36
2024
Q3 		$619K Buy
11,862
+2,251
+23% +$117K 0.21% 34
2024
Q2 		$493K Buy
+9,611
New +$490K 0.19% 36

Other funds holding IGSB

Northern Trust
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dodds Wealth's IGSB Position: Q2 2026 in Review

Dodds Wealth reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 24% in Q2 2026, selling an estimated $131K and leaving 8,099 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #41.

Dodds Wealth first reported a position in IGSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $619K in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Dodds Wealth held 8,099 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $424K as of Q2 2026.
  • Dodds Wealth sold 2,503 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.1% of Dodds Wealth's portfolio in Q2 2026, its #41 holding.
  • Dodds Wealth 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.
  • Dodds Wealth's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $619K in Q3 2024.
  • 1,002 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.