Bellwether Advisors’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 | $33.3K | Hold |
631
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $33K | Hold |
631
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $32.6K | Buy |
+631
| New | +$32.6K | 0.01% | 255 |
|
|
2023
Q2 | – | Sell |
-884
| Closed | -$44.7K | – | 268 |
|
|
2023
Q1 | $44.7K | Sell |
884
-121
| -12% | -$6.12K | 0.01% | 199 |
|
|
2022
Q4 | $50.1K | Sell |
1,005
-801
| -44% | -$39.9K | 0.01% | 191 |
|
|
2022
Q3 | $88K | Hold |
1,806
| – | – | 0.03% | 130 |
|
|
2022
Q2 | $91K | Hold |
1,806
| – | – | 0.03% | 136 |
|
|
2022
Q1 | $93K | Hold |
1,806
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $97K | Sell |
1,806
-15,462
| -90% | -$830K | 0.03% | 154 |
|
|
2021
Q3 | $943K | Hold |
17,268
| – | – | 0.31% | 69 |
|
|
2021
Q2 | $946K | Sell |
17,268
-273
| -2% | -$15K | 0.33% | 66 |
|
|
2021
Q1 | $959K | Sell |
17,541
-55
| -0.3% | -$3.01K | 0.38% | 57 |
|
|
2020
Q4 | $970K | Buy |
+17,596
| New | +$970K | 0.43% | 46 |
|