Dakota Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3M | Buy |
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2025
Q1 | $27M | Buy |
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|
2024
Q4 | $24.2M | Buy |
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|
2024
Q3 | $21.6M | Buy |
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|
2024
Q2 | $16.5M | Buy |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $9M | Buy |
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|
2023
Q3 | $7.77M | Buy |
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|
2023
Q2 | $6.76M | Buy |
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|
2023
Q1 | $6.56M | Buy |
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|
2022
Q4 | $5.91M | Sell |
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|
2022
Q3 | $6M | Buy |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $3.15M | Sell |
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|
2021
Q2 | $3.2M | Sell |
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|
2021
Q1 | $3.36M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $3.17M | Sell |
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|
2020
Q2 | $3.3M | Buy |
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|
2020
Q1 | $3.1M | Sell |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $2.87M | Buy |
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|
2019
Q2 | $2.64M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.57M | Hold |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.84M | Sell |
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|
2018
Q1 | $1.87M | Sell |
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|
2017
Q4 | $2M | Buy |
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|
2017
Q3 | $1.69M | Buy |
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|
2017
Q2 | $1.68M | Sell |
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|
2017
Q1 | $1.93M | Sell |
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|
2016
Q4 | $2.06M | Buy |
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|
2016
Q3 | $1.99M | Buy |
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|
2016
Q2 | $1.93M | Buy |
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|
2016
Q1 | $1.8M | Sell |
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|
2015
Q4 | $1.95M | Buy |
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|
2015
Q3 | $1.87M | Sell |
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|
2015
Q2 | $1.89M | Sell |
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|
2015
Q1 | $2.32M | Buy |
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|
2014
Q4 | $2.15M | Buy |
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