Congress 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 | $436K | Sell |
8,269
-38,760
| -82% | -$2.05M | ﹤0.01% | 964 |
|
|
2025
Q1 | $2.46M | Buy |
47,029
+26,594
| +130% | +$1.39M | 0.03% | 450 |
|
|
2024
Q4 | $1.06M | Buy |
20,435
+4,713
| +30% | +$244K | 0.01% | 511 |
|
|
2024
Q3 | $828K | Buy |
15,722
+8,335
| +113% | +$439K | 0.01% | 547 |
|
|
2024
Q2 | $379K | Sell |
7,387
-648
| -8% | -$33.2K | 0.01% | 573 |
|
|
2024
Q1 | $412K | Buy |
8,035
+452
| +6% | +$23.2K | 0.01% | 469 |
|
|
2023
Q4 | $389K | Sell |
7,583
-229
| -3% | -$11.7K | 0.01% | 498 |
|
|
2023
Q3 | $389K | Buy |
+7,812
| New | +$389K | 0.01% | 490 |
|
|
2023
Q2 | – | Sell |
-5,582
| Closed | -$282K | – | 564 |
|
|
2023
Q1 | $282K | Sell |
5,582
-168
| -3% | -$8.49K | 0.01% | 491 |
|
|
2022
Q4 | $286K | Sell |
5,750
-580
| -9% | -$28.9K | 0.01% | 486 |
|
|
2022
Q3 | $312K | Sell |
6,330
-95
| -1% | -$4.68K | 0.01% | 466 |
|
|
2022
Q2 | $325K | Sell |
6,425
-7,205
| -53% | -$364K | 0.01% | 460 |
|
|
2022
Q1 | $705K | Buy |
13,630
+7,558
| +124% | +$391K | 0.02% | 396 |
|
|
2021
Q4 | $327K | Buy |
+6,072
| New | +$327K | 0.01% | 520 |
|