Centerpoint Advisors’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 |
-250
| Closed | -$13K | – | 412 |
|
2024
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 329 |
|
2024
Q3 | $13K | Hold |
250
| – | – | ﹤0.01% | 336 |
|
2024
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 328 |
|
2024
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 308 |
|
2023
Q4 | $13K | Hold |
250
| – | – | 0.01% | 310 |
|
2023
Q3 | $12K | Sell |
250
-3,032
| -92% | -$146K | 0.01% | 318 |
|
2023
Q2 | $165K | Sell |
3,282
-743
| -18% | -$37.4K | 0.07% | 101 |
|
2023
Q1 | $203K | Buy |
+4,025
| New | +$203K | 0.09% | 94 |
|