Atwood & Palmer’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Atwood & Palmer’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	$17.9M	Sell	339,783 -185,704	-35%	-$9.8M	1.12%	41
2025 Q1	$27.5M	Buy	525,487 +12,649	+2%	+$662K	1.91%	19
2024 Q4	$26.5M	Buy	512,838 +15,556	+3%	+$804K	1.82%	21
2024 Q3	$26.2M	Buy	497,282 +11,127	+2%	+$586K	1.78%	24
2024 Q2	$24.9M	Buy	486,155 +6,565	+1%	+$336K	1.89%	22
2024 Q1	$24.6M	Buy	479,590 +29,505	+7%	+$1.51M	1.87%	22
2023 Q4	$23.1M	Buy	450,085 +8,825	+2%	+$453K	1.86%	23
2023 Q3	$22M	Buy	441,260 +236,515	+116%	+$11.8M	1.93%	21
2023 Q2	$10.3M	Buy	204,745 +4,770	+2%	+$239K	0.92%	43
2023 Q1	$10.1M	Buy	199,975 +1,250	+0.6%	+$63.2K	0.95%	43
2022 Q4	$9.9M	Buy	198,725 +22,450	+13%	+$1.12M	0.89%	45
2022 Q3	$8.69M	Buy	176,275 +175,375	+19,486%	+$8.64M	0.86%	46
2022 Q2	$45K	Sell	900 -850	-49%	-$42.5K	﹤0.01%	217
2022 Q1	$91K	Sell	1,750 -1,000	-36%	-$52K	0.01%	185
2021 Q4	$148K	Hold	2,750	–	–	0.01%	159
2021 Q3	$150K	Hold	2,750	–	–	0.01%	158
2021 Q2	$151K	Sell	2,750 -200	-7%	-$11K	0.01%	161
2021 Q1	$161K	Sell	2,950 -842	-22%	-$46K	0.02%	151
2020 Q4	$209K	Sell	3,792 -6,695	-64%	-$369K	0.02%	134
2020 Q3	$576K	Sell	10,487 -150	-1%	-$8.24K	0.07%	83
2020 Q2	$582K	Sell	10,637 -150	-1%	-$8.21K	0.08%	79
2020 Q1	$565K	Sell	10,787 -100	-0.9%	-$5.24K	0.09%	80
2019 Q4	$584K	Sell	10,887 -13,000	-54%	-$697K	0.08%	80
2019 Q3	$1.28M	Sell	23,887 -8,936	-27%	-$480K	0.17%	60
2019 Q2	$1.75M	Sell	32,823 -150	-0.5%	-$8.02K	0.24%	58
2019 Q1	$1.74M	Sell	32,973 -300	-0.9%	-$15.8K	0.25%	54
2018 Q4	$1.72M	Buy	33,273 +49	+0.1%	+$2.53K	0.27%	54
2018 Q3	$1.72M	Sell	33,224 -716	-2%	-$37.1K	0.22%	53
2018 Q2	$1.76M	Sell	33,940 -740	-2%	-$38.4K	0.24%	53
2018 Q1	$1.8M	Sell	34,680 -880	-2%	-$45.7K	0.26%	53
2017 Q4	$1.86M	Hold	35,560	–	–	0.26%	53
2017 Q3	$1.87M	Hold	35,560	–	–	0.27%	53
2017 Q2	$1.87M	Sell	35,560 -1,260	-3%	-$66.3K	0.29%	50
2017 Q1	$1.94M	Sell	36,820 -52,046	-59%	-$2.74M	0.31%	46
2016 Q4	$4.66M	Buy	88,866 +7,050	+9%	+$370K	0.84%	32
2016 Q3	$4.33M	Sell	81,816 -300	-0.4%	-$15.9K	0.79%	34
2016 Q2	$4.36M	Sell	82,116 -3,516	-4%	-$187K	0.79%	37
2016 Q1	$4.51M	Sell	85,632 -25,298	-23%	-$1.33M	0.8%	37
2015 Q4	$5.8M	Sell	110,930 -100	-0.1%	-$5.23K	1.1%	34
2015 Q3	$5.84M	Sell	111,030 -2,250	-2%	-$118K	1.14%	33
2015 Q2	$5.97M	Buy	113,280 +894	+0.8%	+$47.1K	1.07%	32
2015 Q1	$5.93M	Sell	112,386 -450	-0.4%	-$23.7K	1.06%	33
2014 Q4	$5.94M	Sell	112,836 -7,180	-6%	-$378K	1.11%	32
2014 Q3	$6.32M	Buy	120,016 +37,752	+46%	+$1.99M	1.19%	26
2014 Q2	$4.35M	Buy	+82,264	New	+$4.35M	1.16%	28