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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
9,297
-52
| -0.6% | -$2.74K | 0.11% | 95 |
|
|
2025
Q1 | $490K | Sell |
9,349
-135
| -1% | -$7.07K | 0.12% | 89 |
|
|
2024
Q4 | $490K | Sell |
9,484
-144
| -1% | -$7.45K | 0.12% | 90 |
|
|
2024
Q3 | $507K | Hold |
9,628
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $493K | Hold |
9,628
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $494K | Sell |
9,628
-1,329
| -12% | -$68.2K | 0.12% | 88 |
|
|
2023
Q4 | $562K | Sell |
10,957
-2,686
| -20% | -$138K | 0.15% | 77 |
|
|
2023
Q3 | $680K | Sell |
13,643
-1,896
| -12% | -$94.5K | 0.2% | 67 |
|
|
2023
Q2 | $780K | Buy |
+15,539
| New | +$780K | 0.23% | 64 |
|