AIM
Acropolis Investment Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
5,662
-165
| -3% | -$8.71K | 0.02% | 200 |
|
|
2025
Q1 | $305K | Sell |
5,827
-1,623
| -22% | -$85K | 0.02% | 186 |
|
|
2024
Q4 | $385K | Sell |
7,450
-10,920
| -59% | -$565K | 0.02% | 173 |
|
|
2024
Q3 | $967K | Sell |
18,370
-456,516
| -96% | -$24M | 0.06% | 100 |
|
|
2024
Q2 | $24.3M | Buy |
474,886
+48,925
| +11% | +$2.51M | 1.54% | 13 |
|
|
2024
Q1 | $21.8M | Buy |
425,961
+40,791
| +11% | +$2.09M | 1.43% | 13 |
|
|
2023
Q4 | $19.7M | Buy |
385,170
+15,245
| +4% | +$782K | 1.38% | 13 |
|
|
2023
Q3 | $18.4M | Buy |
369,925
+14,725
| +4% | +$734K | 1.43% | 13 |
|
|
2023
Q2 | $17.8M | Buy |
355,200
+29,585
| +9% | +$1.48M | 1.4% | 12 |
|
|
2023
Q1 | $16.5M | Sell |
325,615
-149,194
| -31% | -$7.54M | 1.35% | 12 |
|
|
2022
Q4 | $23.7M | Buy |
474,809
+82,633
| +21% | +$4.12M | 2.12% | 12 |
|
|
2022
Q3 | $19.3M | Buy |
392,176
+5,848
| +2% | +$288K | 1.97% | 11 |
|
|
2022
Q2 | $19.5M | Buy |
386,328
+384,045
| +16,822% | +$19.4M | 1.92% | 11 |
|
|
2022
Q1 | $118K | Hold |
2,283
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $123K | Hold |
2,283
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $125K | Hold |
2,283
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $125K | Sell |
2,283
-31,294
| -93% | -$1.71M | 0.01% | 211 |
|
|
2021
Q1 | $1.84M | Hold |
33,577
| – | – | 0.19% | 53 |
|
|
2020
Q4 | $1.85M | Hold |
33,577
| – | – | 0.2% | 43 |
|
|
2020
Q3 | $1.84M | Buy |
33,577
+2,800
| +9% | +$154K | 0.23% | 38 |
|
|
2020
Q2 | $1.68M | Buy |
30,777
+20,110
| +189% | +$1.1M | 0.22% | 37 |
|
|
2020
Q1 | $559K | Hold |
10,667
| – | – | 0.09% | 85 |
|
|
2019
Q4 | $572K | Sell |
10,667
-105
| -1% | -$5.63K | 0.08% | 94 |
|
|
2019
Q3 | $578K | Sell |
10,772
-2,800
| -21% | -$150K | 0.08% | 86 |
|
|
2019
Q2 | $725K | Sell |
13,572
-1,305
| -9% | -$69.7K | 0.11% | 76 |
|
|
2019
Q1 | $786K | Sell |
14,877
-3,138
| -17% | -$166K | 0.12% | 71 |
|
|
2018
Q4 | $930K | Sell |
18,015
-48,095
| -73% | -$2.48M | 0.16% | 60 |
|
|
2018
Q3 | $3.43M | Buy |
66,110
+54,547
| +472% | +$2.83M | 0.55% | 19 |
|
|
2018
Q2 | $1.2M | Sell |
11,563
-3,161
| -21% | -$328K | 0.2% | 47 |
|
|
2018
Q1 | $1.53M | Sell |
14,724
-1,630
| -10% | -$169K | 0.25% | 43 |
|
|
2017
Q4 | $1.71M | Sell |
16,354
-2,951
| -15% | -$309K | 0.26% | 35 |
|
|
2017
Q3 | $2.03M | Sell |
19,305
-1,261
| -6% | -$133K | 0.33% | 30 |
|
|
2017
Q2 | $2.17M | Sell |
20,566
-2,885
| -12% | -$304K | 0.37% | 30 |
|
|
2017
Q1 | $2.47M | Sell |
23,451
-1,734
| -7% | -$182K | 0.43% | 27 |
|
|
2016
Q4 | $2.64M | Sell |
25,185
-257
| -1% | -$27K | 0.49% | 24 |
|
|
2016
Q3 | $2.69M | Sell |
25,442
-6,383
| -20% | -$675K | 0.5% | 23 |
|
|
2016
Q2 | $3.38M | Sell |
31,825
-32,944
| -51% | -$3.49M | 0.64% | 20 |
|
|
2016
Q1 | $6.83M | Sell |
64,769
-35,740
| -36% | -$3.77M | 1.31% | 15 |
|
|
2015
Q4 | $10.5M | Sell |
100,509
-38,485
| -28% | -$4.03M | 2.09% | 13 |
|
|
2015
Q3 | $14.6M | Sell |
138,994
-6,829
| -5% | -$718K | 3.01% | 11 |
|
|
2015
Q2 | $15.4M | Sell |
145,823
-4,291
| -3% | -$452K | 3% | 11 |
|
|
2015
Q1 | $15.8M | Buy |
150,114
+4,754
| +3% | +$502K | 2.96% | 12 |
|
|
2014
Q4 | $15.3M | Buy |
145,360
+6,170
| +4% | +$649K | 2.96% | 13 |
|
|
2014
Q3 | $14.7M | Sell |
139,190
-992
| -0.7% | -$104K | 2.92% | 13 |
|
|
2014
Q2 | $14.8M | Sell |
140,182
-15,766
| -10% | -$1.67M | 2.99% | 12 |
|
|
2014
Q1 | $16.4M | Buy |
155,948
+4,005
| +3% | +$422K | 3.36% | 11 |
|
|
2013
Q4 | $16M | Sell |
151,943
-12,958
| -8% | -$1.37M | 3.47% | 9 |
|
|
2013
Q3 | $17.4M | Buy |
164,901
+3,436
| +2% | +$362K | 3.63% | 9 |
|
|
2013
Q2 | $17M | Buy |
+161,465
| New | +$17M | 3.67% | 10 |
|