Bartlett & Co Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bartlett & Co Wealth Management’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	$36.6M	Buy	693,523 +42,776	+7%	+$2.26M	0.51%	54
2025 Q1	$34.1M	Buy	650,747 +21,636	+3%	+$1.13M	0.5%	53
2024 Q4	$32.5M	Buy	629,111 +42,946	+7%	+$2.22M	0.47%	55
2024 Q3	$30.9M	Buy	586,165 +35,557	+6%	+$1.87M	0.44%	56
2024 Q2	$28.2M	Buy	550,608 +11,294	+2%	+$579K	0.43%	57
2024 Q1	$27.7M	Buy	539,314 +73,006	+16%	+$3.74M	0.43%	57
2023 Q4	$23.9M	Buy	466,308 +81,606	+21%	+$4.18M	0.39%	58
2023 Q3	$19.2M	Sell	384,702 -3,603	-0.9%	-$180K	0.34%	67
2023 Q2	$19.5M	Buy	388,305 +8,713	+2%	+$437K	0.34%	69
2023 Q1	$19.2M	Sell	379,592 -9,545	-2%	-$482K	0.37%	66
2022 Q4	$19.4M	Buy	389,137 +52,554	+16%	+$2.62M	0.39%	68
2022 Q3	$16.6M	Buy	336,583 +1,278	+0.4%	+$63K	0.36%	68
2022 Q2	$16.9M	Buy	335,305 +6,293	+2%	+$318K	0.34%	70
2022 Q1	$17M	Buy	329,012 +1,836	+0.6%	+$95K	0.3%	76
2021 Q4	$17.6M	Buy	327,176 +12,991	+4%	+$700K	0.3%	73
2021 Q3	$17.2M	Buy	314,185 +25,315	+9%	+$1.38M	0.33%	71
2021 Q2	$15.8M	Buy	288,870 +37,552	+15%	+$2.06M	0.3%	74
2021 Q1	$13.7M	Buy	251,318 +52,650	+27%	+$2.88M	0.28%	76
2020 Q4	$11M	Buy	198,668 +65,069	+49%	+$3.59M	0.23%	85
2020 Q3	$7.34M	Buy	133,599 +5,266	+4%	+$289K	0.17%	103
2020 Q2	$7.02M	Buy	128,333 +11,038	+9%	+$604K	0.18%	102
2020 Q1	$6.14M	Buy	117,295 +28,766	+32%	+$1.51M	0.19%	106
2019 Q4	$4.75M	Buy	88,529 +6,602	+8%	+$354K	0.12%	125
2019 Q3	$4.4M	Buy	81,927 +5,309	+7%	+$285K	0.12%	124
2019 Q2	$4.09M	Buy	76,618 +4,078	+6%	+$218K	0.15%	97
2019 Q1	$3.83M	Buy	72,540 +33,429	+85%	+$1.77M	0.15%	99
2018 Q4	$2.02M	Sell	39,111 -2,121	-5%	-$110K	0.09%	126
2018 Q3	$2.14M	Sell	41,232 -1,270	-3%	-$65.8K	0.08%	124
2018 Q2	$2.2M	Buy	42,502 +376	+0.9%	+$19.5K	0.09%	118
2018 Q1	$2.19M	Buy	+42,126	New	+$2.19M	0.09%	119