DWM
Diversify 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 | $6.84M | Buy |
129,677
+5,097
| +4% | +$269K | 0.42% | 53 |
|
|
2025
Q1 | $6.54M | Buy |
124,580
+46,321
| +59% | +$2.43M | 0.49% | 45 |
|
|
2024
Q4 | $4.03M | Buy |
78,259
+2,086
| +3% | +$108K | 0.31% | 86 |
|
|
2024
Q3 | $3.97M | Buy |
76,173
+19,928
| +35% | +$1.04M | 0.38% | 68 |
|
|
2024
Q2 | $2.92M | Buy |
+56,245
| New | +$2.92M | 0.36% | 69 |
|