Accurate 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 | $211K | Sell |
4,013
-507
| -11% | -$26.6K | 0.03% | 423 |
|
|
2025
Q1 | $234K | Sell |
4,520
-77
| -2% | -$3.98K | 0.04% | 341 |
|
|
2024
Q4 | $237K | Sell |
4,597
-40
| -0.9% | -$2.06K | 0.05% | 334 |
|
|
2024
Q3 | $242K | Sell |
4,637
-35
| -0.7% | -$1.83K | 0.05% | 327 |
|
|
2024
Q2 | $241K | Buy |
+4,672
| New | +$241K | 0.06% | 282 |
|
|
2023
Q4 | – | Sell |
-5,230
| Closed | -$259K | – | 282 |
|
|
2023
Q3 | $259K | Sell |
5,230
-172
| -3% | -$8.51K | 0.08% | 213 |
|
|
2023
Q2 | $271K | Sell |
5,402
-1,804
| -25% | -$90.5K | 0.08% | 212 |
|
|
2023
Q1 | $364K | Buy |
7,206
+346
| +5% | +$17.5K | 0.13% | 169 |
|
|
2022
Q4 | $344K | Buy |
6,860
+3,855
| +128% | +$193K | 0.13% | 145 |
|
|
2022
Q3 | $230K | Buy |
+3,005
| New | +$230K | 0.1% | 165 |
|