CFM Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $704K | Hold |
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|
2023
Q2 | $709K | Hold |
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|
2023
Q1 | $714K | Hold |
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|
2022
Q4 | $704K | Hold |
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|
2022
Q3 | $696K | Hold |
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|
2022
Q2 | $714K | Hold |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $760K | Buy |
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|
2021
Q3 | $700K | Hold |
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|
2021
Q2 | $703K | Hold |
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|
2021
Q1 | $701K | Hold |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $414K | Buy |
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