Able 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
Q1 | – | Sell |
-4,360
| Closed | -$225K | – | 101 |
|
|
2024
Q4 | $225K | Sell |
4,360
-527
| -11% | -$27.2K | 0.15% | 86 |
|
|
2024
Q3 | $257K | Sell |
4,887
-807
| -14% | -$42.5K | 0.2% | 79 |
|
|
2024
Q2 | $292K | Sell |
5,694
-2,550
| -31% | -$131K | 0.24% | 64 |
|
|
2024
Q1 | $423K | Sell |
8,244
-1,404
| -15% | -$72K | 0.37% | 46 |
|
|
2023
Q4 | $495K | Buy |
+9,648
| New | +$495K | 0.45% | 41 |
|