CWM
C2C Wealth Management’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 | $274K | Hold |
5,202
| – | – | 0.25% | 72 |
|
|
2025
Q1 | $272K | Hold |
5,202
| – | – | 0.26% | 70 |
|
|
2024
Q4 | $269K | Buy |
5,202
+450
| +9% | +$23.3K | 0.25% | 74 |
|
|
2024
Q3 | $247K | Hold |
4,752
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $243K | Hold |
4,752
| – | – | 0.24% | 78 |
|
|
2024
Q1 | $244K | Hold |
4,752
| – | – | 0.24% | 78 |
|
|
2023
Q4 | $244K | Hold |
4,752
| – | – | 0.21% | 96 |
|
|
2023
Q3 | $236K | Hold |
4,752
| – | – | 0.03% | 212 |
|
|
2023
Q2 | $239K | Hold |
4,752
| – | – | 0.03% | 220 |
|
|
2023
Q1 | $240K | Hold |
4,752
| – | – | 0.04% | 213 |
|
|
2022
Q4 | $240K | Hold |
4,752
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $235K | Hold |
4,752
| – | – | 0.05% | 153 |
|
|
2022
Q2 | $240K | Hold |
4,752
| – | – | 0.04% | 161 |
|
|
2022
Q1 | $243K | Hold |
4,752
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $256K | Buy |
+4,752
| New | +$256K | 0.04% | 187 |
|