Coppell Advisory Solutions’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
Q1 | – | Sell |
-580
| Closed | -$30K | – | 1058 |
|
|
2024
Q4 | $30K | Buy |
580
+99
| +21% | +$5.12K | ﹤0.01% | 740 |
|
|
2024
Q3 | $25.4K | Buy |
481
+300
| +166% | +$15.8K | ﹤0.01% | 772 |
|
|
2024
Q2 | $9.27K | Buy |
+181
| New | +$9.27K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $9.28K | Sell |
181
-789
| -81% | -$40.5K | ﹤0.01% | 953 |
|
|
2023
Q3 | $48.3K | Buy |
970
+789
| +436% | +$39.3K | 0.02% | 305 |
|
|
2023
Q2 | $9.07K | Buy |
+181
| New | +$9.07K | ﹤0.01% | 717 |
|
|
2023
Q1 | – | Sell |
-970
| Closed | -$48.3K | – | 635 |
|
|
2022
Q4 | $48.3K | Buy |
+970
| New | +$48.3K | 0.02% | 307 |
|
|
2020
Q4 | $751K | Buy |
+13,615
| New | +$751K | 0.38% | 74 |
|