BWP
Bernardo Wealth Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
228,095
+4,700
| +2% | +$248K | 2.61% | 12 |
|
|
2025
Q1 | $11.7M | Buy |
223,395
+4,772
| +2% | +$250K | 2.8% | 12 |
|
|
2024
Q4 | $11.3M | Buy |
218,623
+40,333
| +23% | +$2.08M | 2.7% | 12 |
|
|
2024
Q3 | $9.32M | Buy |
178,290
+16,086
| +10% | +$841K | 2.26% | 14 |
|
|
2024
Q2 | $8.31M | Buy |
162,204
+28,273
| +21% | +$1.45M | 2.24% | 14 |
|
|
2024
Q1 | $6.87M | Buy |
133,931
+14,813
| +12% | +$760K | 1.91% | 13 |
|
|
2023
Q4 | $6.11M | Buy |
119,118
+21,090
| +22% | +$1.08M | 1.93% | 14 |
|
|
2023
Q3 | $4.88M | Buy |
98,028
+4,183
| +4% | +$208K | 1.93% | 14 |
|
|
2023
Q2 | $4.71M | Buy |
93,845
+14,023
| +18% | +$704K | 1.88% | 14 |
|
|
2023
Q1 | $4.03M | Buy |
79,822
+2,289
| +3% | +$116K | 1.73% | 14 |
|
|
2022
Q4 | $3.86M | Buy |
77,533
+50,828
| +190% | +$2.53M | 1.81% | 15 |
|
|
2022
Q3 | $1.3M | Sell |
26,705
-2,305
| -8% | -$113K | 0.74% | 25 |
|
|
2022
Q2 | $1.47M | Sell |
29,010
-2,206
| -7% | -$111K | 0.84% | 24 |
|
|
2022
Q1 | $1.61M | Sell |
31,216
-82,776
| -73% | -$4.28M | 0.8% | 24 |
|
|
2021
Q4 | $6.14M | Sell |
113,992
-26,472
| -19% | -$1.43M | 3% | 12 |
|
|
2021
Q3 | $7.67M | Buy |
140,464
+2,245
| +2% | +$123K | 4.46% | 6 |
|
|
2021
Q2 | $7.58M | Buy |
138,219
+48,397
| +54% | +$2.65M | 4.55% | 7 |
|
|
2021
Q1 | $4.91M | Buy |
89,822
+1,663
| +2% | +$90.9K | 3.12% | 9 |
|
|
2020
Q4 | $4.86M | Buy |
88,159
+26,908
| +44% | +$1.48M | 1.88% | 12 |
|
|
2020
Q3 | $3.36M | Buy |
61,251
+17,063
| +39% | +$937K | 1.51% | 14 |
|
|
2020
Q2 | $2.42M | Buy |
+44,188
| New | +$2.42M | 1.3% | 16 |
|