Capital Insight Partners’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 | $1.6M | Sell |
30,264
-294
| -1% | -$15.5K | 0.28% | 80 |
|
2025
Q1 | $1.6M | Buy |
30,558
+193
| +0.6% | +$10.1K | 0.28% | 77 |
|
2024
Q4 | $1.57M | Sell |
30,365
-176
| -0.6% | -$9.1K | 0.27% | 80 |
|
2024
Q3 | $1.61M | Sell |
30,541
-2,407
| -7% | -$127K | 0.28% | 76 |
|
2024
Q2 | $1.69M | Sell |
32,948
-1,484
| -4% | -$76K | 0.32% | 76 |
|
2024
Q1 | $1.77M | Sell |
34,432
-486
| -1% | -$24.9K | 0.33% | 75 |
|
2023
Q4 | $1.79M | Sell |
34,918
-1,207
| -3% | -$61.9K | 0.37% | 73 |
|
2023
Q3 | $1.8M | Sell |
36,125
-1,496
| -4% | -$74.5K | 0.41% | 74 |
|
2023
Q2 | $1.89M | Sell |
37,621
-38,689
| -51% | -$1.94M | 0.42% | 72 |
|
2023
Q1 | $3.86M | Sell |
76,310
-197,670
| -72% | -$9.99M | 0.91% | 33 |
|
2022
Q4 | $13.6M | Buy |
273,980
+14,114
| +5% | +$703K | 3.54% | 4 |
|
2022
Q3 | $12.8M | Buy |
259,866
+394
| +0.2% | +$19.4K | 3.45% | 5 |
|
2022
Q2 | $13.1M | Sell |
259,472
-33,711
| -11% | -$1.7M | 3.06% | 5 |
|
2022
Q1 | $15.2M | Buy |
293,183
+6,775
| +2% | +$350K | 3.09% | 4 |
|
2021
Q4 | $15.4M | Buy |
286,408
+39,717
| +16% | +$2.14M | 3.14% | 3 |
|
2021
Q3 | $13.5M | Buy |
246,691
+31,591
| +15% | +$1.73M | 2.93% | 3 |
|
2021
Q2 | $11.8M | Buy |
215,100
+25,756
| +14% | +$1.41M | 2.66% | 3 |
|
2021
Q1 | $10.4M | Buy |
189,344
+81,062
| +75% | +$4.43M | 2.52% | 3 |
|
2020
Q4 | $5.97M | Buy |
108,282
+4,618
| +4% | +$255K | 1.5% | 14 |
|
2020
Q3 | $5.69M | Sell |
103,664
-44,137
| -30% | -$2.42M | 1.6% | 12 |
|
2020
Q2 | $8.09M | Buy |
147,801
+43,484
| +42% | +$2.38M | 2.55% | 6 |
|
2020
Q1 | $5.46M | Sell |
104,317
-11,360
| -10% | -$595K | 2.89% | 7 |
|
2019
Q4 | $6.2M | Buy |
+115,677
| New | +$6.2M | 2.85% | 7 |
|