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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
5,349
+605
| +13% | +$31.9K | 0.04% | 173 |
|
|
2025
Q1 | $248K | Buy |
4,744
+32
| +0.7% | +$1.68K | 0.04% | 178 |
|
|
2024
Q4 | $244K | Buy |
4,712
+92
| +2% | +$4.76K | 0.04% | 189 |
|
|
2024
Q3 | $243K | Buy |
4,620
+643
| +16% | +$33.9K | 0.04% | 191 |
|
|
2024
Q2 | $204K | Sell |
3,977
-7
| -0.2% | -$359 | 0.04% | 193 |
|
|
2024
Q1 | $204K | Buy |
3,984
+1,955
| +96% | +$100K | 0.04% | 207 |
|
|
2023
Q4 | $104K | Sell |
2,029
-32
| -2% | -$1.64K | 0.02% | 272 |
|
|
2023
Q3 | $103K | Buy |
2,061
+1,776
| +623% | +$88.5K | 0.02% | 277 |
|
|
2023
Q2 | $14.3K | Sell |
285
-63
| -18% | -$3.16K | ﹤0.01% | 553 |
|
|
2023
Q1 | $17.6K | Hold |
348
| – | – | 0.01% | 505 |
|
|
2022
Q4 | $17.3K | Buy |
+348
| New | +$17.3K | 0.01% | 545 |
|
|
2022
Q3 | – | Sell |
-398
| Closed | -$20K | – | 609 |
|
|
2022
Q2 | $20K | Hold |
398
| – | – | 0.01% | 542 |
|
|
2022
Q1 | $21K | Sell |
398
-42
| -10% | -$2.22K | 0.01% | 620 |
|
|
2021
Q4 | $24K | Buy |
+440
| New | +$24K | 0.01% | 602 |
|
|
2021
Q1 | – | Sell |
-999
| Closed | -$55K | – | 1027 |
|
|
2020
Q4 | $55K | Buy |
+999
| New | +$55K | 0.04% | 194 |
|