D.L. Carlson Investment 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 | $16.6M | Buy |
314,613
+78,271
| +33% | +$4.13M | 3.03% | 6 |
|
|
2025
Q1 | $12.4M | Buy |
236,342
+522
| +0.2% | +$27.3K | 2.38% | 8 |
|
|
2024
Q4 | $12.2M | Buy |
235,820
+7,017
| +3% | +$363K | 2.17% | 8 |
|
|
2024
Q3 | $12M | Sell |
228,803
-68,784
| -23% | -$3.62M | 2.18% | 8 |
|
|
2024
Q2 | $15.2M | Buy |
297,587
+50,902
| +21% | +$2.61M | 2.94% | 6 |
|
|
2024
Q1 | $12.6M | Buy |
246,685
+9,706
| +4% | +$498K | 2.47% | 7 |
|
|
2023
Q4 | $12.1M | Buy |
236,979
+6,308
| +3% | +$322K | 2.47% | 7 |
|
|
2023
Q3 | $11.5M | Sell |
230,671
-9,386
| -4% | -$468K | 2.32% | 9 |
|
|
2023
Q2 | $12M | Buy |
+240,057
| New | +$12M | 2.3% | 9 |
|