Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.5M | Buy |
390,743
+66,280
| +20% | +$3.5M | 0.01% | 436 |
|
|
2025
Q4 | $17.2M | Sell |
324,463
-6,235
| -2% | -$330K | 0.01% | 430 |
|
|
2025
Q3 | $17.5M | Buy |
330,698
+3,707
| +1% | +$196K | 0.01% | 397 |
|
|
2025
Q2 | $17.3M | Sell |
326,991
-744
| -0.2% | -$38.9K | 0.01% | 369 |
|
|
2025
Q1 | $17.2M | Buy |
327,735
+1,537
| +0.5% | +$79.9K | 0.02% | 356 |
|
|
2024
Q4 | $16.9M | Buy |
326,198
+10,370
| +3% | +$539K | 0.02% | 326 |
|
|
2024
Q3 | $16.6M | Sell |
315,828
-13,535
| -4% | -$704K | 0.02% | 316 |
|
|
2024
Q2 | $16.9M | Sell |
329,363
-10,522
| -3% | -$537K | 0.02% | 297 |
|
|
2024
Q1 | $17.4M | Buy |
339,885
+11,108
| +3% | +$568K | 0.02% | 295 |
|
|
2023
Q4 | $16.9M | Buy |
328,777
+144,996
| +79% | +$7.28M | 0.03% | 276 |
|
|
2023
Q3 | $9.16M | Buy |
183,781
+54,911
| +43% | +$2.75M | 0.01% | 374 |
|
|
2023
Q2 | $6.47M | Buy |
128,870
+8,875
| +7% | +$447K | 0.01% | 446 |
|
|
2023
Q1 | $6.06M | Buy |
119,995
+8,071
| +7% | +$405K | 0.01% | 454 |
|
|
2022
Q4 | $5.58M | Buy |
111,924
+14,189
| +15% | +$702K | 0.01% | 456 |
|
|
2022
Q3 | $4.82M | Sell |
97,735
-3,554
| -4% | -$179K | 0.01% | 448 |
|
|
2022
Q2 | $5.12M | Sell |
101,289
-29,271
| -22% | -$1.49M | 0.01% | 442 |
|
|
2022
Q1 | $6.75M | Buy |
130,560
+54,199
| +71% | +$2.86M | 0.01% | 385 |
|
|
2021
Q4 | $4.11M | Sell |
76,361
-25,228
| -25% | -$1.37M | 0.01% | 471 |
|
|
2021
Q3 | $5.55M | Sell |
101,589
-40,141
| -28% | -$2.2M | 0.01% | 393 |
|
|
2021
Q2 | $7.77M | Sell |
141,730
-72,234
| -34% | -$3.96M | 0.01% | 308 |
|
|
2021
Q1 | $11.7M | Sell |
213,964
-87,144
| -29% | -$4.79M | 0.02% | 245 |
|
|
2020
Q4 | $16.6M | Buy |
301,108
+247,416
| +461% | +$13.6M | 0.04% | 184 |
|
|
2020
Q3 | $2.95M | Buy |
53,692
+20,005
| +59% | +$1.1M | 0.01% | 438 |
|
|
2020
Q2 | $1.84M | Buy |
33,687
+11,107
| +49% | +$598K | 0.01% | 526 |
|
|
2020
Q1 | $1.18M | Buy |
22,580
+2,816
| +14% | +$150K | ﹤0.01% | 584 |
|
|
2019
Q4 | $1.06M | Buy |
19,764
+9,762
| +98% | +$524K | ﹤0.01% | 764 |
|
|
2019
Q3 | $537K | Buy |
+10,002
| New | +$535K | ﹤0.01% | 1020 |
|
|
2018
Q2 | – | Sell |
-8,548
| Closed | -$444K | – | 2114 |
|
|
2018
Q1 | $444K | Buy |
8,548
+3,310
| +63% | +$172K | ﹤0.01% | 1137 |
|
|
2017
Q4 | $274K | Buy |
5,238
+826
| +19% | +$43.3K | ﹤0.01% | 1413 |
|
|
2017
Q3 | $232K | Sell |
4,412
-4,178
| -49% | -$220K | ﹤0.01% | 1494 |
|
|
2017
Q2 | $452K | Buy |
8,590
+1,720
| +25% | +$90.5K | ﹤0.01% | 1071 |
|
|
2017
Q1 | $361K | Buy |
6,870
+2,640
| +62% | +$139K | ﹤0.01% | 1158 |
|
|
2016
Q4 | $222K | Buy |
4,230
+636
| +18% | +$33.4K | ﹤0.01% | 1362 |
|
|
2016
Q3 | $190K | Sell |
3,594
-30
| -0.8% | -$1.59K | ﹤0.01% | 1426 |
|
|
2016
Q2 | $192K | Buy |
3,624
+610
| +20% | +$32.2K | ﹤0.01% | 1273 |
|
|
2016
Q1 | $159K | Sell |
3,014
-2,006
| -40% | -$105K | ﹤0.01% | 1337 |
|
|
2015
Q4 | $263K | Buy |
5,020
+2,492
| +99% | +$131K | ﹤0.01% | 1055 |
|
|
2015
Q3 | $133K | Buy |
+2,528
| New | +$133K | ﹤0.01% | 1421 |
|
|
2015
Q2 | – | Sell |
-2,626
| Closed | -$139K | – | 1987 |
|
|
2015
Q1 | $139K | Sell |
2,626
-372
| -12% | -$19.6K | ﹤0.01% | 1387 |
|
|
2014
Q4 | $158K | Sell |
2,998
-1,462
| -33% | -$77K | ﹤0.01% | 1279 |
|
|
2014
Q3 | $235K | Sell |
4,460
-2,562
| -36% | -$135K | ﹤0.01% | 980 |
|
|
2014
Q2 | $371K | Buy |
7,022
+380
| +6% | +$20K | ﹤0.01% | 757 |
|
|
2014
Q1 | $350K | Sell |
6,642
-6,560
| -50% | -$346K | 0.01% | 761 |
|
|
2013
Q4 | $696K | Sell |
13,202
-8,580
| -39% | -$452K | 0.01% | 418 |
|
|
2013
Q3 | $1.15M | Buy |
21,782
+10,784
| +98% | +$566K | 0.02% | 238 |
|
|
2013
Q2 | $578K | Buy |
+10,998
| New | +$579K | 0.01% | 371 |
|
Other funds holding IGSB
MMI
EWA
B
