Beaird Harris Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $435K | Buy |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $429K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $515K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $595K | Buy |
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|
2021
Q4 | $619K | Buy |
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