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

Rockwood 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 		$871K Buy
16,617
+8,288
+100% +$434K 0.06% 53
2026
Q1 		$438K Hold
8,329
– – 0.03% 74
2025
Q4 		$440K Hold
8,329
– – 0.03% 70
2025
Q3 		$442K Sell
8,329
-51
-0.6% -$2.69K 0.04% 68
2025
Q2 		$442K Hold
8,380
– – 0.04% 66
2025
Q1 		$439K Sell
8,380
-1,205
-13% -$62.6K 0.04% 59
2024
Q4 		$496K Sell
9,585
-25,330
-73% -$1.32M 0.05% 52
2024
Q3 		$1.84M Sell
34,915
-1,030
-3% -$53.6K 0.2% 27
2024
Q2 		$1.84M Buy
35,945
+2,849
+9% +$145K 0.22% 28
2024
Q1 		$1.7M Buy
33,096
+204
+0.6% +$10.4K 0.22% 24
2023
Q4 		$1.69M Sell
32,892
-1,479
-4% -$74.3K 0.25% 23
2023
Q3 		$1.71M Buy
34,371
+967
+3% +$48.4K 0.29% 22
2023
Q2 		$1.68M Buy
33,404
+322
+1% +$16.2K 0.29% 22
2023
Q1 		$1.67M Sell
33,082
-109
-0.3% -$5.47K 0.33% 20
2022
Q4 		$1.65M Buy
33,191
+25,346
+323% +$1.25M 0.39% 21
2022
Q3 		$387K Buy
+7,845
New +$396K 0.12% 45

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM

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

Rockwood Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 100% in Q2 2026, buying an estimated $434K and bringing the position to 16,617 shares worth $871K. The position accounts for 0.06% of the portfolio, ranked #53.

Rockwood Wealth Management first reported a position in IGSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.84M in Q2 2024. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Rockwood Wealth Management held 16,617 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $871K as of Q2 2026.
  • Rockwood Wealth Management bought 8,288 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $434K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.06% of Rockwood Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Rockwood Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Rockwood Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $1.84M in Q2 2024.
  • 495 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.