Colton Groome Financial Advisors’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 | $649K | Sell |
12,300
-1,450
| -11% | -$76.5K | 0.22% | 67 |
|
|
2025
Q1 | $722K | Sell |
13,750
-2,200
| -14% | -$115K | 0.28% | 59 |
|
|
2024
Q4 | $825K | Buy |
+15,950
| New | +$825K | 0.32% | 49 |
|
|
2024
Q1 | – | Sell |
-4,125
| Closed | -$212K | – | 125 |
|
|
2023
Q4 | $212K | Buy |
+4,125
| New | +$212K | 0.09% | 117 |
|
|
2023
Q2 | – | Sell |
-4,802
| Closed | -$243K | – | 124 |
|
|
2023
Q1 | $243K | Sell |
4,802
-4,953
| -51% | -$250K | 0.12% | 109 |
|
|
2022
Q4 | $486K | Sell |
9,755
-22,880
| -70% | -$1.14M | 0.24% | 69 |
|
|
2022
Q3 | $1.61M | Buy |
32,635
+2,147
| +7% | +$106K | 0.82% | 33 |
|
|
2022
Q2 | $1.54M | Sell |
30,488
-5,534
| -15% | -$280K | 0.77% | 29 |
|
|
2022
Q1 | $1.86M | Sell |
36,022
-3,351
| -9% | -$173K | 0.86% | 30 |
|
|
2021
Q4 | $2.12M | Sell |
39,373
-22,707
| -37% | -$1.22M | 0.86% | 33 |
|
|
2021
Q3 | $3.39M | Buy |
62,080
+10,297
| +20% | +$563K | 1.48% | 20 |
|
|
2021
Q2 | $2.84M | Buy |
51,783
+36,324
| +235% | +$1.99M | 1.3% | 24 |
|
|
2021
Q1 | $845K | Buy |
15,459
+4,476
| +41% | +$245K | 0.47% | 29 |
|
|
2020
Q4 | $606K | Buy |
10,983
+4,399
| +67% | +$243K | 0.39% | 39 |
|
|
2020
Q3 | $362K | Buy |
6,584
+608
| +10% | +$33.4K | 0.25% | 43 |
|
|
2020
Q2 | $327K | Sell |
5,976
-407
| -6% | -$22.3K | 0.24% | 49 |
|
|
2020
Q1 | $334K | Buy |
6,383
+149
| +2% | +$7.8K | 0.28% | 47 |
|
|
2019
Q4 | $334K | Buy |
6,234
+541
| +10% | +$29K | 0.24% | 53 |
|
|
2019
Q3 | $305K | Buy |
5,693
+1,426
| +33% | +$76.4K | 0.23% | 55 |
|
|
2019
Q2 | $228K | Buy |
+4,267
| New | +$228K | 0.18% | 46 |
|