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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
8,195
+8
| +0.1% | +$422 | 0.03% | 95 |
|
|
2025
Q1 | $429K | Buy |
8,187
+5
| +0.1% | +$262 | 0.04% | 89 |
|
|
2024
Q4 | $423K | Buy |
8,182
+10
| +0.1% | +$517 | 0.04% | 93 |
|
|
2024
Q3 | $430K | Buy |
8,172
+8
| +0.1% | +$421 | 0.04% | 96 |
|
|
2024
Q2 | $418K | Buy |
8,164
+7
| +0.1% | +$359 | 0.04% | 88 |
|
|
2024
Q1 | $418K | Buy |
8,157
+4
| +0% | +$205 | 0.04% | 80 |
|
|
2023
Q4 | $418K | Buy |
8,153
+9
| +0.1% | +$461 | 0.04% | 72 |
|
|
2023
Q3 | $406K | Sell |
8,144
-13
| -0.2% | -$648 | 0.05% | 66 |
|
|
2023
Q2 | $409K | Sell |
8,157
-2,144
| -21% | -$108K | 0.05% | 64 |
|
|
2023
Q1 | $521K | Sell |
10,301
-33
| -0.3% | -$1.67K | 0.09% | 54 |
|
|
2022
Q4 | $515K | Buy |
10,334
+5
| +0% | +$249 | 0.1% | 52 |
|
|
2022
Q3 | $509K | Sell |
10,329
-1,340
| -11% | -$66K | 0.11% | 52 |
|
|
2022
Q2 | $590K | Buy |
11,669
+173
| +2% | +$8.75K | 0.16% | 45 |
|
|
2022
Q1 | $595K | Buy |
11,496
+1
| +0% | +$52 | 0.22% | 45 |
|
|
2021
Q4 | $619K | Buy |
+11,495
| New | +$619K | 0.23% | 57 |
|