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Woodward Diversified Capital’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Woodward Diversified Capital’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,792
Closed -$204K – 186
2026
Q1 		$204K Sell
3,792
-400
-10% -$21.5K 0.09% 170
2025
Q4 		$226K Sell
4,192
-236
-5% -$12.8K 0.1% 164
2025
Q3 		$240K Sell
4,428
-32
-0.7% -$1.71K 0.11% 161
2025
Q2 		$238K Buy
+4,460
New +$233K 0.12% 151
2024
Q4 		– Sell
-4,821
Closed -$259K – 152
2024
Q3 		$259K Buy
4,821
+168
+4% +$8.86K 0.16% 137
2024
Q2 		$239K Sell
4,653
-60
-1% -$3.06K 0.14% 141
2024
Q1 		$243K Sell
4,713
-986
-17% -$50.7K 0.15% 138
2023
Q4 		$296K Buy
5,699
+951
+20% +$47K 0.19% 117
2023
Q3 		$231K Buy
4,748
+190
+4% +$9.46K 0.17% 130
2023
Q2 		$230K Buy
4,558
+80
+2% +$4.07K 0.17% 123
2023
Q1 		$230K Buy
+4,478
New +$227K 0.18% 120

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Woodward Diversified Capital's IGIB Position: Q2 2026 in Review

Woodward Diversified Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 3,792 shares — an estimated $204K sold.

Woodward Diversified Capital first reported a position in IGIB in Q1 2023 and held it in 11 quarters. The position peaked at $296K in Q4 2023. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Woodward Diversified Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 3,792 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $204K.
  • Woodward Diversified Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
  • Woodward Diversified Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $296K in Q4 2023.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.