Caldwell Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.9M | Buy |
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|
2025
Q2 | $12M | Buy |
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2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $9.13M | Buy |
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|
2024
Q2 | $8.77M | Buy |
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|
2024
Q1 | $8.56M | Buy |
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|
2023
Q4 | $8.09M | Sell |
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|
2023
Q3 | $8.66M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $12.8M | Sell |
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|
2022
Q4 | $15.6M | Sell |
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|
2022
Q3 | $20.8M | Sell |
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|
2022
Q2 | $31.1M | Sell |
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|
2022
Q1 | $37.7M | Sell |
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|
2021
Q4 | $42.3M | Buy |
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|
2021
Q3 | $41.5M | Buy |
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|
2021
Q2 | $36.9M | Buy |
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|
2021
Q1 | $31.4M | Buy |
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|
2020
Q4 | $25.7M | Buy |
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|
2020
Q3 | $18M | Buy |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $9.01M | Buy |
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|
2019
Q4 | $8.58M | Buy |
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