Autumn Glory Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,605
| Closed | -$346K | – | 194 |
|
2025
Q1 | $346K | Hold |
6,605
| – | – | 0.17% | 127 |
|
2024
Q4 | $341K | Buy |
6,605
+1,437
| +28% | +$74.3K | 0.17% | 121 |
|
2024
Q3 | $272K | Sell |
5,168
-317
| -6% | -$16.7K | 0.1% | 177 |
|
2024
Q2 | $281K | Hold |
5,485
| – | – | 0.14% | 134 |
|
2024
Q1 | $281K | Hold |
5,485
| – | – | 0.14% | 131 |
|
2023
Q4 | $281K | Hold |
5,485
| – | – | 0.16% | 128 |
|
2023
Q3 | $273K | Buy |
+5,485
| New | +$273K | 0.17% | 119 |
|
2023
Q2 | – | Sell |
-5,385
| Closed | -$272K | – | 157 |
|
2023
Q1 | $272K | Buy |
5,385
+985
| +22% | +$49.8K | 0.23% | 98 |
|
2022
Q4 | $219K | Buy |
+4,400
| New | +$219K | 0.12% | 148 |
|