Concord 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
Q3 | $279K | Sell |
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|
2025
Q2 | $282K | Buy |
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2025
Q1 | $248K | Buy |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $14.3K | Sell |
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|
2023
Q1 | $17.6K | Hold |
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|
2022
Q4 | $17.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $55K | Buy |
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