BlueChip Wealth 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 | $500K | Hold |
9,482
| – | – | 0.22% | 83 |
|
|
2025
Q1 | $497K | Buy |
9,482
+4,312
| +83% | +$226K | 0.24% | 82 |
|
|
2024
Q4 | $267K | Sell |
5,170
-6,291
| -55% | -$325K | 0.15% | 111 |
|
|
2024
Q3 | $604K | Buy |
11,461
+178
| +2% | +$9.37K | 0.32% | 63 |
|
|
2024
Q2 | $578K | Sell |
11,283
-359
| -3% | -$18.4K | 0.34% | 63 |
|
|
2024
Q1 | $597K | Sell |
11,642
-1,098
| -9% | -$56.3K | 0.38% | 54 |
|
|
2023
Q4 | $653K | Buy |
+12,740
| New | +$653K | 0.46% | 53 |
|