Caliber Wealth Management (Utah)’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
2024
Q1
$2.62M Buy
+51,006
New +$2.62M 1.39% 29
2021
Q4
Sell
-47,485
Closed -$2.58M 71
2021
Q3
$2.58M Buy
47,485
+672
+1% +$36.5K 1.82% 9
2021
Q2
$2.57M Buy
+46,813
New +$2.57M 1.82% 9