4J Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
5,954
| – | – | 0.21% | 70 |
|
|
2025
Q1 | $312K | Hold |
5,954
| – | – | 0.25% | 67 |
|
|
2024
Q4 | $308K | Sell |
5,954
-495
| -8% | -$25.6K | 0.25% | 66 |
|
|
2024
Q3 | $340K | Buy |
6,449
+5
| +0.1% | +$263 | 0.26% | 62 |
|
|
2024
Q2 | $330K | Sell |
6,444
-432
| -6% | -$22.1K | 0.27% | 59 |
|
|
2024
Q1 | $353K | Sell |
6,876
-47,423
| -87% | -$2.43M | 0.3% | 60 |
|
|
2023
Q4 | $2.78M | Sell |
54,299
-24,928
| -31% | -$1.28M | 2.54% | 9 |
|
|
2023
Q3 | $3.95M | Sell |
79,227
-18,290
| -19% | -$911K | 3.93% | 6 |
|
|
2023
Q2 | $4.89M | Buy |
97,517
+1,119
| +1% | +$56.1K | 4.75% | 6 |
|
|
2023
Q1 | $4.87M | Buy |
96,398
+5,978
| +7% | +$302K | 5.23% | 5 |
|
|
2022
Q4 | $4.5M | Buy |
90,420
+2,981
| +3% | +$149K | 5.23% | 6 |
|
|
2022
Q3 | $4.31M | Buy |
87,439
+8
| +0% | +$394 | 5.51% | 5 |
|
|
2022
Q2 | $4.42M | Sell |
87,431
-5,238
| -6% | -$265K | 5.56% | 5 |
|
|
2022
Q1 | $4.79M | Buy |
92,669
+22,430
| +32% | +$1.16M | 4.19% | 6 |
|
|
2021
Q4 | $3.78M | Buy |
70,239
+7,164
| +11% | +$386K | 3.19% | 7 |
|
|
2021
Q3 | $3.45M | Buy |
63,075
+1,068
| +2% | +$58.3K | 3% | 7 |
|
|
2021
Q2 | $3.4M | Buy |
62,007
+24,719
| +66% | +$1.36M | 2.97% | 7 |
|
|
2021
Q1 | $2.04M | Buy |
37,288
+338
| +0.9% | +$18.5K | 1.9% | 15 |
|
|
2020
Q4 | $2.04M | Buy |
+36,950
| New | +$2.04M | 1.96% | 14 |
|