Atticus Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
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2025
Q1 | $141K | Sell |
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|
2024
Q4 | $194K | Buy |
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|
2024
Q3 | $196K | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $15.9M | Hold |
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $12.5M | Sell |
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|
2021
Q3 | $23M | Buy |
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|
2021
Q2 | $7.94M | Buy |
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|
2021
Q1 | $7.36M | Buy |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $7.51M | Sell |
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|
2019
Q4 | $8.59M | Buy |
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