Allie Family Office’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 | $816K | Buy |
15,460
+5,888
| +62% | +$311K | 0.4% | 39 |
|
|
2025
Q1 | $501K | Hold |
9,572
| – | – | 0.27% | 49 |
|
|
2024
Q4 | $496K | Buy |
9,572
+4,532
| +90% | +$235K | 0.28% | 48 |
|
|
2024
Q3 | $265K | Sell |
5,040
-7,000
| -58% | -$369K | 0.14% | 73 |
|
|
2024
Q2 | $617K | Buy |
12,040
+7,000
| +139% | +$359K | 0.37% | 44 |
|
|
2024
Q1 | $258K | Hold |
5,040
| – | – | 0.15% | 66 |
|
|
2023
Q4 | $258K | Buy |
+5,040
| New | +$258K | 0.18% | 59 |
|
|
2023
Q3 | – | Sell |
-6,040
| Closed | -$303K | – | 69 |
|
|
2023
Q2 | $303K | Sell |
6,040
-250
| -4% | -$12.5K | 0.22% | 52 |
|
|
2023
Q1 | $318K | Sell |
6,290
-400
| -6% | -$20.2K | 0.24% | 51 |
|
|
2022
Q4 | $333K | Sell |
6,690
-1,250
| -16% | -$62.3K | 0.27% | 53 |
|
|
2022
Q3 | $391K | Sell |
7,940
-200
| -2% | -$9.85K | 0.34% | 48 |
|
|
2022
Q2 | $411K | Sell |
8,140
-4,900
| -38% | -$247K | 0.33% | 47 |
|
|
2022
Q1 | $674K | Sell |
13,040
-1,900
| -13% | -$98.2K | 0.52% | 33 |
|
|
2021
Q4 | $805K | Buy |
+14,940
| New | +$805K | 0.63% | 30 |
|