DWM
Darwin Wealth Management’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 | $43.4K | Buy |
822
+15
| +2% | +$792 | 0.02% | 217 |
|
|
2025
Q1 | $41.8K | Hold |
807
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $41.8K | Sell |
807
-149
| -16% | -$7.71K | 0.01% | 239 |
|
|
2024
Q3 | $50.4K | Buy |
+956
| New | +$50.4K | 0.01% | 234 |
|
|
2022
Q1 | – | Sell |
-293,603
| Closed | -$15.7M | – | 173 |
|
|
2021
Q4 | $15.7M | Buy |
293,603
+48,299
| +20% | +$2.58M | 2.47% | 11 |
|
|
2021
Q3 | $13.4M | Buy |
245,304
+15,820
| +7% | +$864K | 2.14% | 11 |
|
|
2021
Q2 | $12.6M | Buy |
229,484
+61,531
| +37% | +$3.37M | 2.05% | 15 |
|
|
2021
Q1 | $9.18M | Buy |
+167,953
| New | +$9.18M | 1.6% | 17 |
|
|
2020
Q2 | – | Sell |
-484
| Closed | -$25K | – | 426 |
|
|
2020
Q1 | $25K | Buy |
+484
| New | +$25K | 0.01% | 322 |
|