Axxcess Wealth Management’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 | $5.04M | Buy |
95,507
+56,873
| +147% | +$3M | 0.12% | 148 |
|
|
2025
Q1 | $2.02M | Buy |
38,634
+12,253
| +46% | +$642K | 0.05% | 263 |
|
|
2024
Q4 | $1.36M | Buy |
26,381
+377
| +1% | +$19.5K | 0.03% | 345 |
|
|
2024
Q3 | $1.37M | Sell |
26,004
-130
| -0.5% | -$6.85K | 0.03% | 328 |
|
|
2024
Q2 | $1.34M | Buy |
26,134
+7,320
| +39% | +$375K | 0.04% | 326 |
|
|
2024
Q1 | $965K | Buy |
+18,814
| New | +$965K | 0.03% | 378 |
|
|
2023
Q4 | – | Sell |
-26,234
| Closed | -$1.31M | – | 883 |
|
|
2023
Q3 | $1.31M | Buy |
26,234
+3,341
| +15% | +$166K | 0.04% | 268 |
|
|
2023
Q2 | $1.15M | Buy |
22,893
+14,826
| +184% | +$744K | 0.08% | 203 |
|
|
2023
Q1 | $408K | Buy |
+8,067
| New | +$408K | 0.03% | 410 |
|
|
2022
Q4 | – | Sell |
-4,580
| Closed | -$226K | – | 637 |
|
|
2022
Q3 | $226K | Sell |
4,580
-1,084
| -19% | -$53.5K | 0.02% | 471 |
|
|
2022
Q2 | $286K | Sell |
5,664
-24,963
| -82% | -$1.26M | 0.03% | 404 |
|
|
2022
Q1 | $1.58M | Buy |
30,627
+13,895
| +83% | +$719K | 0.12% | 138 |
|
|
2021
Q4 | $901K | Buy |
+16,732
| New | +$901K | 0.07% | 229 |
|