Woodward Diversified Capital’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Woodward Diversified Capital’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	$282K	Sell	5,372 -138	-3%	-$7.23K	0.12%	148
2026 Q1	$290K	Sell	5,510 -542	-9%	-$28.6K	0.13%	141
2025 Q4	$320K	Sell	6,052 -278	-4%	-$14.7K	0.15%	132
2025 Q3	$336K	Sell	6,330 -14	-0.2%	-$739	0.16%	134
2025 Q2	$335K	Buy	6,344 +2,436	+62%	+$127K	0.17%	123
2025 Q1	$205K	Buy	+3,908	New	+$203K	0.14%	127
2024 Q4	–	Sell	-5,891	Closed	-$310K	–	153
2024 Q3	$310K	Buy	5,891 +206	+4%	+$10.7K	0.2%	118
2024 Q2	$291K	Sell	5,685 -27	-0.5%	-$1.38K	0.17%	125
2024 Q1	$293K	Buy	5,712 +109	+2%	+$5.58K	0.18%	125
2023 Q4	$287K	Buy	5,603 +844	+18%	+$42.4K	0.18%	121
2023 Q3	$237K	Buy	4,759 +155	+3%	+$7.75K	0.17%	129
2023 Q2	$231K	Buy	4,604 +86	+2%	+$4.33K	0.17%	122
2023 Q1	$228K	Buy	+4,518	New	+$227K	0.18%	122

Other funds holding IGSB

MMI

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

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

Woodward Diversified Capital reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 2.5% in Q2 2026, selling an estimated $7.23K and leaving 5,372 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #148.

Woodward Diversified Capital first reported a position in IGSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $336K in Q3 2025. 495 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

Woodward Diversified Capital held 5,372 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $282K as of Q2 2026.
Woodward Diversified Capital sold 138 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.23K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.12% of Woodward Diversified Capital's portfolio in Q2 2026, its #148 holding.
Woodward Diversified Capital first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Woodward Diversified Capital's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $336K in Q3 2025.
495 funds tracked by Wall St. Rank held iShares 1-5 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.