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Dynasty Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Dynasty Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.51M Sell
28,812
-1,182,327
-98% -$62.5M 0.01% 145
2025
Q4 		$64M Sell
1,211,139
-396,800
-25% -$21M 0.63% 34
2025
Q3 		$85.3M Buy
1,607,939
+133,960
+9% +$7.07M 1.14% 24
2025
Q2 		$77.8M Sell
1,473,979
-45,017
-3% -$2.35M 1.33% 22
2025
Q1 		$79.5M Buy
1,518,996
+76,878
+5% +$4M 1.33% 23
2024
Q4 		$74.6M Buy
+1,442,118
New +$75M 1.29% 24
2024
Q3 		– Sell
-1,413,299
Closed -$72.4M – 245
2024
Q2 		$72.4M Sell
1,413,299
-852,552
-38% -$43.5M 2.14% 13
2024
Q1 		$116M Buy
+2,265,851
New +$116M 3.71% 11

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B
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