Discipline Wealth Solutions’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 | $14.5M | Buy |
274,889
+22,436
| +9% | +$1.18M | 5.55% | 5 |
|
|
2025
Q1 | $13.2M | Sell |
252,453
-6,677
| -3% | -$350K | 6.31% | 5 |
|
|
2024
Q4 | $13.4M | Buy |
259,130
+19,027
| +8% | +$984K | 6.21% | 5 |
|
|
2024
Q3 | $12.6M | Buy |
240,103
+23,136
| +11% | +$1.22M | 6.67% | 5 |
|
|
2024
Q2 | $11.1M | Buy |
216,967
+23,433
| +12% | +$1.2M | 8.78% | 4 |
|
|
2024
Q1 | $9.87M | Sell |
193,534
-58,455
| -23% | -$2.98M | 9.14% | 4 |
|
|
2023
Q4 | $12.9M | Buy |
+251,989
| New | +$12.9M | 12.89% | 4 |
|