DI
Disciplined Investments’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 | $297K | Sell |
5,631
-856
| -13% | -$45.2K | 0.13% | 105 |
|
|
2025
Q1 | $340K | Hold |
6,487
| – | – | 0.16% | 97 |
|
|
2024
Q4 | $335K | Sell |
6,487
-2,736
| -30% | -$141K | 0.17% | 95 |
|
|
2024
Q3 | $486K | Hold |
9,223
| – | – | 0.24% | 81 |
|
|
2024
Q2 | $473K | Sell |
9,223
-950
| -9% | -$48.7K | 0.25% | 78 |
|
|
2024
Q1 | $522K | Buy |
10,173
+110
| +1% | +$5.64K | 0.28% | 74 |
|
|
2023
Q4 | $516K | Buy |
10,063
+1,374
| +16% | +$70.5K | 0.3% | 70 |
|
|
2023
Q3 | $433K | Hold |
8,689
| – | – | 0.26% | 76 |
|
|
2023
Q2 | $436K | Sell |
8,689
-13,672
| -61% | -$686K | 0.23% | 80 |
|
|
2023
Q1 | $1.13M | Sell |
22,361
-460
| -2% | -$23.2K | 0.48% | 59 |
|
|
2022
Q4 | $1.14M | Buy |
22,821
+5,198
| +29% | +$259K | 0.56% | 50 |
|
|
2022
Q3 | $868K | Sell |
17,623
-4,913
| -22% | -$242K | 0.4% | 63 |
|
|
2022
Q2 | $1.14M | Sell |
22,536
-182
| -0.8% | -$9.2K | 0.51% | 53 |
|
|
2022
Q1 | $1.18M | Buy |
22,718
+10,475
| +86% | +$542K | 0.49% | 54 |
|
|
2021
Q4 | $660K | Sell |
12,243
-55
| -0.4% | -$2.97K | 0.29% | 71 |
|
|
2021
Q3 | $672K | Sell |
12,298
-145
| -1% | -$7.92K | 0.33% | 69 |
|
|
2021
Q2 | $682K | Sell |
12,443
-183
| -1% | -$10K | 0.35% | 69 |
|
|
2021
Q1 | $690K | Buy |
12,626
+109
| +0.9% | +$5.96K | 0.41% | 68 |
|
|
2020
Q4 | $691K | Hold |
12,517
| – | – | 0.46% | 56 |
|
|
2020
Q3 | $687K | Hold |
12,517
| – | – | 0.51% | 54 |
|
|
2020
Q2 | $685K | Hold |
12,517
| – | – | 0.53% | 52 |
|
|
2020
Q1 | $655K | Sell |
12,517
-13
| -0.1% | -$680 | 0.62% | 46 |
|
|
2019
Q4 | $672K | Buy |
+12,530
| New | +$672K | 0.57% | 49 |
|