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

Waypoint Wealth Counsel’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 		$288K Hold
5,485
– – 0.15% 150
2025
Q4 		$290K Hold
5,485
– – 0.11% 192
2025
Q3 		$291K Sell
5,485
-1,515
-22% -$80K 0.11% 175
2025
Q2 		$369K Buy
+7,000
New +$366K 0.18% 86

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B
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