Apella Capital’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 | $3.62M | Sell |
69,005
-3,190
| -4% | -$167K | 0.1% | 126 |
|
2025
Q1 | $3.76M | Sell |
72,195
-22
| -0% | -$1.15K | 0.13% | 103 |
|
2024
Q4 | $3.73M | Buy |
72,217
+4,890
| +7% | +$253K | 0.14% | 88 |
|
2024
Q3 | $3.54M | Buy |
67,327
+626
| +0.9% | +$32.9K | 0.15% | 82 |
|
2024
Q2 | $3.42M | Buy |
66,701
+22,552
| +51% | +$1.16M | 0.15% | 81 |
|
2024
Q1 | $2.25M | Sell |
44,149
-3,013
| -6% | -$154K | 0.11% | 89 |
|
2023
Q4 | $2.41M | Sell |
47,162
-3,027
| -6% | -$155K | 0.13% | 87 |
|
2023
Q3 | $2.5M | Sell |
50,189
-3,384
| -6% | -$169K | 0.18% | 72 |
|
2023
Q2 | $2.69M | Buy |
+53,573
| New | +$2.69M | 0.19% | 70 |
|
2022
Q2 | – | Sell |
-12,613
| Closed | -$652K | – | 226 |
|
2022
Q1 | $652K | Buy |
12,613
+194
| +2% | +$10K | 0.09% | 109 |
|
2021
Q4 | $669K | Buy |
12,419
+84
| +0.7% | +$4.53K | 0.09% | 109 |
|
2021
Q3 | $674K | Buy |
12,335
+45
| +0.4% | +$2.46K | 0.1% | 115 |
|
2021
Q2 | $674K | Buy |
12,290
+75
| +0.6% | +$4.11K | 0.11% | 117 |
|
2021
Q1 | $668K | Buy |
12,215
+40
| +0.3% | +$2.19K | 0.21% | 74 |
|
2020
Q4 | $672K | Buy |
12,175
+90
| +0.7% | +$4.97K | 0.24% | 71 |
|
2020
Q3 | $664K | Sell |
12,085
-1,691
| -12% | -$92.9K | 0.27% | 70 |
|
2020
Q2 | $754K | Buy |
13,776
+22
| +0.2% | +$1.2K | 0.35% | 64 |
|
2020
Q1 | $720K | Buy |
+13,754
| New | +$720K | 0.42% | 56 |
|