Aries Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Aries Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	50,712 +818	+2%	+$43.2K	0.59%	41
2025 Q4	$2.64M	Buy	49,894 +32	+0.1%	+$1.69K	0.58%	42
2025 Q3	$2.64M	Buy	49,862 +473	+1%	+$25K	0.63%	39
2025 Q2	$2.61M	Sell	49,389 -560	-1%	-$29.3K	0.68%	37
2025 Q1	$2.62M	Sell	49,949 -2,325	-4%	-$121K	0.71%	37
2024 Q4	$2.7M	Sell	52,274 -2,140	-4%	-$111K	0.74%	33
2024 Q3	$2.87M	Buy	54,414 +1,425	+3%	+$74.2K	0.79%	33
2024 Q2	$2.72M	Hold	52,989	–	–	0.86%	32
2024 Q1	$2.72M	Sell	52,989 -10,307	-16%	-$527K	0.88%	30
2023 Q4	$3.25M	Sell	63,296 -2,050	-3%	-$103K	1.16%	20
2023 Q3	$3.25M	Sell	65,346 -1,600	-2%	-$80.1K	1.27%	19
2023 Q2	$3.36M	Sell	66,946 -1,333	-2%	-$67.2K	1.3%	15
2023 Q1	$3.45M	Sell	68,279 -1,740	-2%	-$87.4K	1.42%	13
2022 Q4	$3.49M	Sell	70,019 -22,435	-24%	-$1.11M	1.5%	13
2022 Q3	$4.54M	Sell	92,454 -10,338	-10%	-$522K	2.01%	10
2022 Q2	$5.2M	Buy	102,792 +86,896	+547%	+$4.42M	2.36%	8
2022 Q1	$822K	Sell	15,896 -95,733	-86%	-$5.05M	0.36%	43
2021 Q4	$6.01M	Buy	111,629 +5,990	+6%	+$324K	2.29%	8
2021 Q3	$5.77M	Buy	105,639 +5,145	+5%	+$282K	2.44%	6
2021 Q2	$5.51M	Buy	100,494 +5,290	+6%	+$290K	2.36%	6
2021 Q1	$5.21M	Buy	95,204 +8,930	+10%	+$490K	2.34%	6
2020 Q4	$4.75M	Buy	86,274 +7,235	+9%	+$398K	2.37%	8
2020 Q3	$4.34M	Buy	79,039 +6,242	+9%	+$343K	2.46%	6
2020 Q2	$3.98M	Buy	72,797 +9,436	+15%	+$508K	2.43%	9
2020 Q1	$3.3M	Sell	63,361 -775	-1%	-$41.2K	2.51%	7
2019 Q4	$3.44M	Buy	64,136 +11,228	+21%	+$602K	2.1%	11
2019 Q3	$2.83M	Sell	52,908 -554	-1%	-$29.6K	1.89%	12
2019 Q2	$2.85M	Buy	53,462 +4,566	+9%	+$241K	1.99%	11
2019 Q1	$2.58M	Sell	48,896 -610	-1%	-$31.8K	1.93%	12
2018 Q4	$2.56M	Sell	49,506 -5,990	-11%	-$309K	2.71%	8
2018 Q3	$2.88M	Hold	55,496	–	–	2.58%	7
2018 Q2	$2.88M	Sell	55,496 -4,774	-8%	-$247K	2.66%	7
2018 Q1	$3.13M	Sell	60,270 -888	-1%	-$46.2K	3.03%	5
2017 Q4	$3.19M	Buy	+61,158	New	+$3.21M	2.94%	4