Cherry Tree Wealth Management’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
Q3
$477K Sell
2025
Q2
$490K Sell
2025
Q1
$490K Sell
2024
Q4
$490K Sell
2024
Q3
$507K Hold
2024
Q2
$493K Hold
2024
Q1
$494K Sell
2023
Q4
$562K Sell
2023
Q3
$680K Sell
2023
Q2
$780K Buy