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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Sell	49,389 -560	-1%	-$29.5K	0.68%	37
2025 Q1	$2.62M	Sell	49,949 -2,325	-4%	-$122K	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%	+$75K	0.79%	33
2024 Q2	$2.72M	Hold	52,989	–	–	0.86%	32
2024 Q1	$2.72M	Sell	52,989 -10,307	-16%	-$529K	0.88%	30
2023 Q4	$3.25M	Sell	63,296 -2,050	-3%	-$105K	1.16%	20
2023 Q3	$3.25M	Sell	65,346 -1,600	-2%	-$79.5K	1.27%	19
2023 Q2	$3.36M	Sell	66,946 -1,333	-2%	-$66.9K	1.3%	15
2023 Q1	$3.45M	Sell	68,279 -1,740	-2%	-$87.9K	1.42%	13
2022 Q4	$3.49M	Sell	70,019 -22,435	-24%	-$1.12M	1.5%	13
2022 Q3	$4.54M	Sell	92,454 -10,338	-10%	-$507K	2.01%	10
2022 Q2	$5.2M	Buy	102,792 +86,896	+547%	+$4.39M	2.36%	8
2022 Q1	$822K	Sell	15,896 -95,733	-86%	-$4.95M	0.36%	43
2021 Q4	$6.02M	Buy	111,629 +5,990	+6%	+$323K	2.29%	8
2021 Q3	$5.77M	Buy	105,639 +5,145	+5%	+$281K	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%	+$489K	2.34%	6
2020 Q4	$4.75M	Buy	86,274 +7,235	+9%	+$399K	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%	+$516K	2.43%	9
2020 Q1	$3.3M	Sell	63,361 -775	-1%	-$40.3K	2.51%	7
2019 Q4	$3.45M	Buy	64,136 +11,228	+21%	+$603K	2.1%	11
2019 Q3	$2.84M	Sell	52,908 -554	-1%	-$29.7K	1.89%	12
2019 Q2	$2.85M	Buy	53,462 +4,566	+9%	+$243K	1.99%	11
2019 Q1	$2.58M	Sell	48,896 -610	-1%	-$32.2K	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%	-$248K	2.66%	7
2018 Q1	$3.13M	Sell	60,270 -888	-1%	-$46.1K	3.03%	5
2017 Q4	$3.19M	Buy	+61,158	New	+$3.19M	2.94%	4