BMD
Better Money Decisions’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 | $15.9M | Buy |
301,082
+15,115
| +5% | +$797K | 9.65% | 2 |
|
|
2025
Q1 | $15M | Buy |
285,967
+17,627
| +7% | +$923K | 10% | 1 |
|
|
2024
Q4 | $13.9M | Buy |
268,340
+9,423
| +4% | +$487K | 9.61% | 1 |
|
|
2024
Q3 | $13.6M | Buy |
258,917
+6,388
| +3% | +$336K | 9.67% | 2 |
|
|
2024
Q2 | $12.9M | Buy |
252,529
+13,175
| +6% | +$675K | 9.74% | 2 |
|
|
2024
Q1 | $12.3M | Sell |
239,354
-7,389
| -3% | -$379K | 9.74% | 2 |
|
|
2023
Q4 | $12.7M | Sell |
246,743
-25,085
| -9% | -$1.29M | 10.5% | 2 |
|
|
2023
Q3 | $13.5M | Sell |
271,828
-19,878
| -7% | -$991K | 11.92% | 2 |
|
|
2023
Q2 | $14.6M | Buy |
291,706
+4,366
| +2% | +$219K | 11.93% | 2 |
|
|
2023
Q1 | $14.5M | Buy |
287,340
+80,395
| +39% | +$4.06M | 12.25% | 2 |
|
|
2022
Q4 | $10.3M | Sell |
206,945
-64,863
| -24% | -$3.23M | 8.94% | 2 |
|
|
2022
Q3 | $13.4M | Sell |
271,808
-1,483
| -0.5% | -$73.1K | 13.04% | 2 |
|
|
2022
Q2 | $13.8M | Buy |
273,291
+23,959
| +10% | +$1.21M | 11.69% | 2 |
|
|
2022
Q1 | $12.9M | Buy |
249,332
+2,595
| +1% | +$134K | 12.09% | 2 |
|
|
2021
Q4 | $13.3M | Buy |
246,737
+53,664
| +28% | +$2.89M | 11.19% | 3 |
|
|
2021
Q3 | $10.6M | Buy |
193,073
+16,982
| +10% | +$928K | 8.69% | 3 |
|
|
2021
Q2 | $9.65M | Buy |
176,091
+11,654
| +7% | +$639K | 8.63% | 3 |
|
|
2021
Q1 | $8.99M | Buy |
+164,437
| New | +$8.99M | 9.28% | 3 |
|