Belpointe Asset 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 | $1.29M | Sell |
24,484
-3,375
| -12% | -$178K | 0.05% | 285 |
|
|
2025
Q1 | $1.46M | Buy |
+27,859
| New | +$1.46M | 0.08% | 250 |
|
|
2023
Q2 | – | Sell |
-6,293
| Closed | -$318K | – | 1876 |
|
|
2023
Q1 | $318K | Sell |
6,293
-5,496
| -47% | -$278K | 0.02% | 720 |
|
|
2022
Q4 | $587K | Sell |
11,789
-10,832
| -48% | -$540K | 0.04% | 469 |
|
|
2022
Q3 | $1.12M | Sell |
22,621
-29,974
| -57% | -$1.48M | 0.08% | 265 |
|
|
2022
Q2 | $2.66M | Buy |
52,595
+2,767
| +6% | +$140K | 0.18% | 118 |
|
|
2022
Q1 | $2.58M | Buy |
49,828
+25,202
| +102% | +$1.3M | 0.16% | 134 |
|
|
2021
Q4 | $1.33M | Sell |
24,626
-509
| -2% | -$27.4K | 0.08% | 242 |
|
|
2021
Q3 | $1.37M | Buy |
25,135
+16,000
| +175% | +$875K | 0.09% | 234 |
|
|
2021
Q2 | $501K | Buy |
9,135
+3,114
| +52% | +$171K | 0.04% | 501 |
|
|
2021
Q1 | $330K | Sell |
6,021
-17,393
| -74% | -$953K | 0.03% | 567 |
|
|
2020
Q4 | $1.29M | Buy |
23,414
+1,386
| +6% | +$76.5K | 0.12% | 208 |
|
|
2020
Q3 | $1.21M | Buy |
22,028
+3,878
| +21% | +$213K | 0.13% | 168 |
|
|
2020
Q2 | $993K | Buy |
18,150
+9,619
| +113% | +$526K | 0.13% | 174 |
|
|
2020
Q1 | $447K | Sell |
8,531
-9,457
| -53% | -$496K | 0.08% | 261 |
|
|
2019
Q4 | $965K | Buy |
17,988
+7,234
| +67% | +$388K | 0.12% | 185 |
|
|
2019
Q3 | $577K | Buy |
+10,754
| New | +$577K | 0.09% | 237 |
|