Brady Family Wealth’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 | $332K | Sell |
6,294
-198
| -3% | -$10.4K | 0.1% | 92 |
|
|
2025
Q1 | $340K | Buy |
6,492
+19
| +0.3% | +$995 | 0.11% | 90 |
|
|
2024
Q4 | $335K | Sell |
6,473
-1,220
| -16% | -$63.1K | 0.1% | 93 |
|
|
2024
Q3 | $405K | Sell |
7,693
-702
| -8% | -$37K | 0.12% | 92 |
|
|
2024
Q2 | $430K | Sell |
8,395
-592
| -7% | -$30.3K | 0.14% | 85 |
|
|
2024
Q1 | $461K | Sell |
8,987
-202
| -2% | -$10.4K | 0.15% | 86 |
|
|
2023
Q4 | $471K | Sell |
9,189
-550
| -6% | -$28.2K | 0.16% | 85 |
|
|
2023
Q3 | $485K | Sell |
9,739
-275
| -3% | -$13.7K | 0.19% | 78 |
|
|
2023
Q2 | $502K | Sell |
10,014
-838
| -8% | -$42K | 0.19% | 79 |
|
|
2023
Q1 | $548K | Buy |
10,852
+20
| +0.2% | +$1.01K | 0.22% | 77 |
|
|
2022
Q4 | $540K | Buy |
+10,832
| New | +$540K | 0.22% | 76 |
|