AEPWM
Atlantic Edge Private Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
6,100
| – | – | 0.09% | 109 |
|
|
2025
Q1 | $319K | Sell |
6,100
-768
| -11% | -$40.2K | 0.1% | 105 |
|
|
2024
Q4 | $355K | Sell |
6,868
-210
| -3% | -$10.9K | 0.11% | 101 |
|
|
2024
Q3 | $373K | Sell |
7,078
-1,105
| -14% | -$58.2K | 0.11% | 101 |
|
|
2024
Q2 | $419K | Sell |
8,183
-1,985
| -20% | -$102K | 0.14% | 94 |
|
|
2024
Q1 | $521K | Sell |
10,168
-13,722
| -57% | -$704K | 0.18% | 90 |
|
|
2023
Q4 | $1.22M | Buy |
+23,890
| New | +$1.22M | 0.5% | 51 |
|