Cerity 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 | $14M | Sell |
264,460
-21,004
| -7% | -$1.11M | 0.02% | 433 |
|
|
2025
Q1 | $14.9M | Sell |
285,464
-12,938
| -4% | -$678K | 0.03% | 393 |
|
|
2024
Q4 | $15.4M | Sell |
298,402
-7,133
| -2% | -$369K | 0.03% | 378 |
|
|
2024
Q3 | $16.1M | Buy |
305,535
+92,632
| +44% | +$4.88M | 0.04% | 364 |
|
|
2024
Q2 | $10.9M | Buy |
212,903
+14,235
| +7% | +$729K | 0.03% | 389 |
|
|
2024
Q1 | $10.2M | Buy |
198,668
+3,127
| +2% | +$160K | 0.03% | 453 |
|
|
2023
Q4 | $10M | Buy |
195,541
+8,932
| +5% | +$458K | 0.03% | 372 |
|
|
2023
Q3 | $9.3M | Buy |
186,609
+34,491
| +23% | +$1.72M | 0.05% | 305 |
|
|
2023
Q2 | $7.63M | Sell |
152,118
-914
| -0.6% | -$45.9K | 0.03% | 401 |
|
|
2023
Q1 | $7.73M | Buy |
153,032
+19,637
| +15% | +$992K | 0.02% | 398 |
|
|
2022
Q4 | $6.65M | Buy |
133,395
+121,593
| +1,030% | +$6.06M | 0.04% | 316 |
|
|
2022
Q3 | $582K | Sell |
11,802
-14,999
| -56% | -$740K | 0.01% | 655 |
|
|
2022
Q2 | $1.35M | Buy |
26,801
+228
| +0.9% | +$11.5K | 0.02% | 490 |
|
|
2022
Q1 | $1.37M | Sell |
26,573
-877
| -3% | -$45.3K | 0.02% | 388 |
|
|
2021
Q4 | $1.48M | Buy |
+27,450
| New | +$1.48M | 0.02% | 367 |
|