Dynasty Wealth Management’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 | $77.8M | Sell |
1,473,979
-45,017
| -3% | -$2.38M | 1.33% | 22 |
|
|
2025
Q1 | $79.5M | Buy |
1,518,996
+76,878
| +5% | +$4.03M | 1.33% | 23 |
|
|
2024
Q4 | $74.6M | Buy |
+1,442,118
| New | +$74.6M | 1.29% | 24 |
|
|
2024
Q3 | – | Sell |
-1,413,299
| Closed | -$72.4M | – | 245 |
|
|
2024
Q2 | $72.4M | Sell |
1,413,299
-852,552
| -38% | -$43.7M | 2.14% | 13 |
|
|
2024
Q1 | $116M | Buy |
+2,265,851
| New | +$116M | 3.71% | 11 |
|