Bernardo Wealth Planning’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
Q2 | $12M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9.32M | Buy |
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|
2024
Q2 | $8.31M | Buy |
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|
2024
Q1 | $6.87M | Buy |
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|
2023
Q4 | $6.11M | Buy |
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|
2023
Q3 | $4.88M | Buy |
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|
2023
Q2 | $4.71M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $6.14M | Sell |
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|
2021
Q3 | $7.67M | Buy |
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|
2021
Q2 | $7.58M | Buy |
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|
2021
Q1 | $4.91M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $3.36M | Buy |
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|
2020
Q2 | $2.42M | Buy |
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