Aprio 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 | $2.03M | Sell |
38,466
-556
| -1% | -$29.3K | 0.23% | 66 |
|
|
2025
Q1 | $2.04M | Buy |
39,022
+1,255
| +3% | +$65.7K | 0.26% | 63 |
|
|
2024
Q4 | $1.95M | Sell |
37,767
-533
| -1% | -$27.6K | 0.28% | 58 |
|
|
2024
Q3 | $2.02M | Buy |
38,300
+13,561
| +55% | +$714K | 0.32% | 49 |
|
|
2024
Q2 | $1.27M | Sell |
24,739
-832
| -3% | -$42.6K | 0.23% | 59 |
|
|
2024
Q1 | $1.31M | Sell |
25,571
-138,523
| -84% | -$7.1M | 0.26% | 48 |
|
|
2023
Q4 | $8.41M | Buy |
164,094
+3,433
| +2% | +$176K | 1.88% | 13 |
|
|
2023
Q3 | $8.01M | Sell |
160,661
-428,111
| -73% | -$21.3M | 2.2% | 11 |
|
|
2023
Q2 | $29.5M | Buy |
588,772
+55,585
| +10% | +$2.79M | 8.1% | 3 |
|
|
2023
Q1 | $26.9M | Buy |
+533,187
| New | +$26.9M | 8.3% | 4 |
|