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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $389K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $327K | Buy |
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