Cornerstone Planning Group’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 | $2.03K | Hold |
38
| – | – | ﹤0.01% | 945 |
|
2025
Q1 | $1.98K | Hold |
38
| – | – | ﹤0.01% | 989 |
|
2024
Q4 | $1.96K | Buy |
38
+1
| +3% | +$52 | ﹤0.01% | 799 |
|
2024
Q3 | $1.94K | Sell |
37
-655
| -95% | -$34.3K | ﹤0.01% | 781 |
|
2024
Q2 | $36K | Buy |
692
+6
| +0.9% | +$312 | 0.01% | 238 |
|
2024
Q1 | $34.9K | Buy |
686
+3
| +0.4% | +$153 | 0.01% | 214 |
|
2023
Q4 | $35K | Sell |
683
-1,791
| -72% | -$91.8K | 0.01% | 231 |
|
2023
Q3 | $123K | Sell |
2,474
-60
| -2% | -$2.99K | 0.05% | 105 |
|
2023
Q2 | $127K | Buy |
+2,534
| New | +$127K | 0.05% | 114 |
|
2022
Q4 | $131K | Buy |
+2,585
| New | +$131K | 0.05% | 128 |
|