CWG
Cornerstone Wealth Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
6,324
-578
| -8% | -$30.5K | 0.03% | 232 |
|
|
2025
Q1 | $361K | Sell |
6,902
-1,747
| -20% | -$91.5K | 0.03% | 201 |
|
|
2024
Q4 | $447K | Sell |
8,649
-188
| -2% | -$9.72K | 0.04% | 171 |
|
|
2024
Q3 | $465K | Sell |
8,837
-104
| -1% | -$5.48K | 0.04% | 171 |
|
|
2024
Q2 | $458K | Hold |
8,941
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $458K | Buy |
+8,941
| New | +$458K | 0.04% | 163 |
|
|
2020
Q1 | – | Sell |
-7,438
| Closed | -$399K | – | 129 |
|
|
2019
Q4 | $399K | Buy |
7,438
+254
| +4% | +$13.6K | 0.11% | 111 |
|
|
2019
Q3 | $386K | Buy |
7,184
+54
| +0.8% | +$2.9K | 0.1% | 101 |
|
|
2019
Q2 | $381K | Buy |
7,130
+277
| +4% | +$14.8K | 0.1% | 128 |
|
|
2019
Q1 | $362K | Buy |
+6,853
| New | +$362K | 0.09% | 130 |
|