Ameliora 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 | $6.3M | Buy |
119,319
+111,319
| +1,391% | +$5.87M | 2.25% | 10 |
|
|
2025
Q1 | $419K | Sell |
8,000
-488
| -6% | -$25.6K | 0.16% | 65 |
|
|
2024
Q4 | $439K | Hold |
8,488
| – | – | 0.16% | 67 |
|
|
2024
Q3 | $447K | Sell |
8,488
-59,768
| -88% | -$3.15M | 0.19% | 56 |
|
|
2024
Q2 | $3.5M | Buy |
68,256
+12,979
| +23% | +$665K | 1.59% | 24 |
|
|
2024
Q1 | $2.83M | Sell |
55,277
-12,085
| -18% | -$620K | 1.28% | 27 |
|
|
2023
Q4 | $3.45M | Buy |
67,362
+5,061
| +8% | +$260K | 1.71% | 19 |
|
|
2023
Q3 | $3.1M | Buy |
62,301
+26,003
| +72% | +$1.3M | 1.84% | 18 |
|
|
2023
Q2 | $1.82M | Sell |
36,298
-3,900
| -10% | -$196K | 1.13% | 33 |
|
|
2023
Q1 | $2.03M | Sell |
40,198
-28,011
| -41% | -$1.42M | 1.19% | 30 |
|
|
2022
Q4 | $3.39M | Buy |
68,209
+6,076
| +10% | +$302K | 1.82% | 18 |
|
|
2022
Q3 | $3.05M | Hold |
62,133
| – | – | 1.65% | 20 |
|
|
2022
Q2 | $3.14M | Buy |
62,133
+12,000
| +24% | +$606K | 3.72% | 7 |
|
|
2022
Q1 | $2.39M | Buy |
+50,133
| New | +$2.39M | 1.57% | 14 |
|