AWM
Atticus 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 | $145K | Buy |
2,746
+56
| +2% | +$2.95K | 0.04% | 206 |
|
|
2025
Q1 | $141K | Sell |
2,690
-1,065
| -28% | -$55.8K | 0.05% | 136 |
|
|
2024
Q4 | $194K | Buy |
3,755
+27
| +0.7% | +$1.4K | 0.06% | 119 |
|
|
2024
Q3 | $196K | Sell |
3,728
-253
| -6% | -$13.3K | 0.06% | 118 |
|
|
2024
Q2 | $204K | Sell |
3,981
-2,758
| -41% | -$141K | 0.07% | 112 |
|
|
2024
Q1 | $346K | Sell |
6,739
-110
| -2% | -$5.64K | 0.11% | 85 |
|
|
2023
Q4 | $351K | Sell |
6,849
-1,128
| -14% | -$57.8K | 0.12% | 89 |
|
|
2023
Q3 | $397K | Sell |
7,977
-1,067
| -12% | -$53.2K | 0.15% | 83 |
|
|
2023
Q2 | $454K | Sell |
9,044
-12,129
| -57% | -$609K | 0.17% | 82 |
|
|
2023
Q1 | $1.07M | Sell |
21,173
-8,743
| -29% | -$442K | 0.41% | 39 |
|
|
2022
Q4 | $1.49M | Sell |
29,916
-284,620
| -90% | -$14.2M | 0.61% | 28 |
|
|
2022
Q3 | $15.9M | Hold |
314,536
| – | – | 7.69% | 2 |
|
|
2022
Q2 | $15.9M | Buy |
314,536
+43,825
| +16% | +$2.22M | 6.6% | 2 |
|
|
2022
Q1 | $14M | Buy |
270,711
+38,063
| +16% | +$1.97M | 5.11% | 2 |
|
|
2021
Q4 | $12.5M | Sell |
232,648
-188,484
| -45% | -$10.2M | 4.89% | 2 |
|
|
2021
Q3 | $23M | Buy |
421,132
+276,332
| +191% | +$15.1M | 10.1% | 2 |
|
|
2021
Q2 | $7.94M | Buy |
144,800
+10,116
| +8% | +$554K | 3.45% | 2 |
|
|
2021
Q1 | $7.36M | Buy |
134,684
+116,431
| +638% | +$6.37M | 3.51% | 2 |
|
|
2020
Q4 | $1.01M | Sell |
18,253
-1,474
| -7% | -$81.3K | 0.51% | 42 |
|
|
2020
Q3 | $1.08M | Sell |
19,727
-1,038
| -5% | -$57K | 0.65% | 37 |
|
|
2020
Q2 | $1.14M | Sell |
20,765
-122,621
| -86% | -$6.71M | 0.75% | 32 |
|
|
2020
Q1 | $7.51M | Sell |
143,386
-16,863
| -11% | -$883K | 6.05% | 2 |
|
|
2019
Q4 | $8.59M | Buy |
+160,249
| New | +$8.59M | 5.48% | 3 |
|