Carolinas Wealth Consulting’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
Q1 | – | Sell |
-1,477
| Closed | -$76.4K | – | 1059 |
|
|
2024
Q4 | $76.4K | Sell |
1,477
-56
| -4% | -$2.9K | 0.02% | 296 |
|
|
2024
Q3 | $80.7K | Hold |
1,533
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $78.5K | Sell |
1,533
-46
| -3% | -$2.36K | 0.02% | 298 |
|
|
2024
Q1 | $81K | Buy |
1,579
+1,082
| +218% | +$55.5K | 0.02% | 301 |
|
|
2023
Q4 | $25.5K | Hold |
497
| – | – | 0.01% | 417 |
|
|
2023
Q3 | $24.7K | Sell |
497
-25,325
| -98% | -$1.26M | 0.01% | 402 |
|
|
2023
Q2 | $1.3M | Sell |
25,822
-1,036
| -4% | -$52K | 0.26% | 60 |
|
|
2023
Q1 | $1.36M | Sell |
26,858
-25
| -0.1% | -$1.26K | 0.29% | 57 |
|
|
2022
Q4 | $1.34M | Buy |
26,883
+13,052
| +94% | +$650K | 0.3% | 53 |
|
|
2022
Q3 | $682K | Buy |
13,831
+6,020
| +77% | +$297K | 0.17% | 66 |
|
|
2022
Q2 | $395K | Buy |
+7,811
| New | +$395K | 0.1% | 99 |
|
|
2021
Q4 | – | Sell |
-458
| Closed | -$25K | – | 987 |
|
|
2021
Q3 | $25K | Buy |
458
+2
| +0.4% | +$109 | 0.01% | 434 |
|
|
2021
Q2 | $25K | Buy |
+456
| New | +$25K | 0.01% | 463 |
|