Courage Miller Partners’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 | $20.7M | Sell |
391,742
-8,359
| -2% | -$441K | 6.55% | 4 |
|
|
2025
Q1 | $21M | Buy |
400,101
+3,045
| +0.8% | +$159K | 7.1% | 4 |
|
|
2024
Q4 | $20.5M | Buy |
397,056
+10,162
| +3% | +$525K | 7.03% | 4 |
|
|
2024
Q3 | $20.4M | Buy |
386,894
+28,316
| +8% | +$1.49M | 6.85% | 4 |
|
|
2024
Q2 | $18.4M | Buy |
358,578
+9,391
| +3% | +$481K | 6.61% | 4 |
|
|
2024
Q1 | $17.9M | Buy |
349,187
+6,723
| +2% | +$345K | 6.19% | 4 |
|
|
2023
Q4 | $17.6M | Buy |
342,464
+6,333
| +2% | +$325K | 6.64% | 4 |
|
|
2023
Q3 | $16.7M | Buy |
336,131
+39,090
| +13% | +$1.95M | 6.87% | 5 |
|
|
2023
Q2 | $14.9M | Buy |
297,041
+3,216
| +1% | +$161K | 6.21% | 5 |
|
|
2023
Q1 | $14.8M | Buy |
293,825
+30,061
| +11% | +$1.52M | 6.29% | 5 |
|
|
2022
Q4 | $13.1M | Sell |
263,764
-1,152
| -0.4% | -$57.4K | 6.05% | 5 |
|
|
2022
Q3 | $13.1M | Buy |
264,916
+10,143
| +4% | +$500K | 6.58% | 5 |
|
|
2022
Q2 | $12.9M | Sell |
254,773
-254,781
| -50% | -$12.9M | 6.11% | 5 |
|
|
2022
Q1 | $26.4M | Buy |
509,554
+263,691
| +107% | +$13.6M | 10.46% | 2 |
|
|
2021
Q4 | $13.2M | Buy |
245,863
+91,915
| +60% | +$4.95M | 5.01% | 5 |
|
|
2021
Q3 | $8.41M | Buy |
153,948
+73,334
| +91% | +$4.01M | 3.38% | 6 |
|
|
2021
Q2 | $4.42M | Buy |
80,614
+13,836
| +21% | +$758K | 1.81% | 16 |
|
|
2021
Q1 | $3.65M | Buy |
66,778
+4,813
| +8% | +$263K | 1.59% | 18 |
|
|
2020
Q4 | $3.42M | Sell |
61,965
-342
| -0.5% | -$18.9K | 1.57% | 19 |
|
|
2020
Q3 | $3.41M | Hold |
62,307
| – | – | 1.83% | 17 |
|
|
2020
Q2 | $3.41M | Buy |
62,307
+973
| +2% | +$53.2K | 1.83% | 17 |
|
|
2020
Q1 | $3.21M | Buy |
61,334
+1,877
| +3% | +$98.3K | 1.97% | 16 |
|
|
2019
Q4 | $3.19M | Buy |
59,457
+1,504
| +3% | +$80.7K | 1.64% | 18 |
|
|
2019
Q3 | $3.11M | Sell |
57,953
-668
| -1% | -$35.8K | 1.71% | 18 |
|
|
2019
Q2 | $3.13M | Sell |
58,621
-55,892
| -49% | -$2.99M | 1.72% | 18 |
|
|
2019
Q1 | $6.05M | Sell |
114,513
-115,171
| -50% | -$6.08M | 3.42% | 5 |
|
|
2018
Q4 | $11.9M | Buy |
229,684
+114,624
| +100% | +$5.92M | 7.03% | 3 |
|
|
2018
Q3 | $5.96M | Sell |
115,060
-3,908
| -3% | -$203K | 3.43% | 5 |
|
|
2018
Q2 | $6.17M | Sell |
118,968
-1,524
| -1% | -$79K | 3.66% | 5 |
|
|
2018
Q1 | $6.25M | Buy |
120,492
+514
| +0.4% | +$26.7K | 3.79% | 5 |
|
|
2017
Q4 | $6.27M | Buy |
119,978
+888
| +0.7% | +$46.4K | 3.8% | 5 |
|
|
2017
Q3 | $6.27M | Buy |
119,090
+2,022
| +2% | +$107K | 3.92% | 4 |
|
|
2017
Q2 | $6.16M | Sell |
117,068
-14
| -0% | -$737 | 4.06% | 4 |
|
|
2017
Q1 | $6.16M | Sell |
117,082
-1,176
| -1% | -$61.9K | 4.25% | 4 |
|
|
2016
Q4 | $6.21M | Sell |
118,258
-1,520
| -1% | -$79.8K | 4.33% | 3 |
|
|
2016
Q3 | $6.33M | Sell |
119,778
-132
| -0.1% | -$6.98K | 4.38% | 3 |
|
|
2016
Q2 | $6.36M | Sell |
119,910
-4,750
| -4% | -$252K | 4.55% | 3 |
|
|
2016
Q1 | $6.57M | Sell |
124,660
-1,094
| -0.9% | -$57.7K | 4.6% | 3 |
|
|
2015
Q4 | $6.58M | Buy |
125,754
+2,764
| +2% | +$145K | 4.54% | 3 |
|
|
2015
Q3 | $6.47M | Sell |
122,990
-4,156
| -3% | -$218K | 4.82% | 3 |
|
|
2015
Q2 | $6.7M | Sell |
127,146
-8,438
| -6% | -$444K | 4.98% | 3 |
|
|
2015
Q1 | $7.15M | Sell |
135,584
-18,460
| -12% | -$974K | 5.35% | 3 |
|
|
2014
Q4 | $8.1M | Sell |
154,044
-804
| -0.5% | -$42.3K | 6.7% | 1 |
|
|
2014
Q3 | $8.15M | Buy |
154,848
+522
| +0.3% | +$27.5K | 6.35% | 2 |
|
|
2014
Q2 | $8.16M | Sell |
154,326
-1,732
| -1% | -$91.5K | 5.98% | 2 |
|
|
2014
Q1 | $8.23M | Sell |
156,058
-914
| -0.6% | -$48.2K | 6.47% | 2 |
|
|
2013
Q4 | $8.28M | Sell |
156,972
-18,772
| -11% | -$990K | 7.01% | 2 |
|
|
2013
Q3 | $9.25M | Sell |
175,744
-4,648
| -3% | -$245K | 7.59% | 2 |
|
|
2013
Q2 | $9.47M | Buy |
+180,392
| New | +$9.47M | 8.6% | 1 |
|