CWP
CFM Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
7,042
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $369K | Hold |
7,042
| – | – | 0.07% | 109 |
|
|
2024
Q4 | $364K | Hold |
7,042
| – | – | 0.06% | 107 |
|
|
2024
Q3 | $371K | Hold |
7,042
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $361K | Hold |
7,042
| – | – | 0.07% | 115 |
|
|
2024
Q1 | $361K | Sell |
7,042
-1,084
| -13% | -$55.6K | 0.07% | 121 |
|
|
2023
Q4 | $417K | Sell |
8,126
-6,000
| -42% | -$308K | 0.09% | 122 |
|
|
2023
Q3 | $704K | Hold |
14,126
| – | – | 0.18% | 83 |
|
|
2023
Q2 | $709K | Hold |
14,126
| – | – | 0.17% | 93 |
|
|
2023
Q1 | $714K | Hold |
14,126
| – | – | 0.19% | 87 |
|
|
2022
Q4 | $704K | Hold |
14,126
| – | – | 0.21% | 86 |
|
|
2022
Q3 | $696K | Hold |
14,126
| – | – | 0.22% | 87 |
|
|
2022
Q2 | $714K | Hold |
14,126
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $531K | Sell |
14,126
-6
| -0% | -$226 | 0.13% | 108 |
|
|
2021
Q4 | $760K | Buy |
14,132
+1,307
| +10% | +$70.3K | 0.17% | 91 |
|
|
2021
Q3 | $700K | Hold |
12,825
| – | – | 0.18% | 92 |
|
|
2021
Q2 | $703K | Hold |
12,825
| – | – | 0.19% | 86 |
|
|
2021
Q1 | $701K | Hold |
12,825
| – | – | 0.21% | 85 |
|
|
2020
Q4 | $708K | Buy |
12,825
+945
| +8% | +$52.2K | 0.23% | 79 |
|
|
2020
Q3 | $652K | Buy |
11,880
+4,180
| +54% | +$229K | 0.24% | 73 |
|
|
2020
Q2 | $421K | Hold |
7,700
| – | – | 0.16% | 90 |
|
|
2020
Q1 | $403K | Hold |
7,700
| – | – | 0.19% | 83 |
|
|
2019
Q4 | $414K | Buy |
+7,700
| New | +$414K | 0.15% | 99 |
|