Empirical Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $223K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $839K | Sell |
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|
2022
Q1 | $880K | Sell |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | $886K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $890K | Hold |
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|
2020
Q2 | $886K | Sell |
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|
2020
Q1 | $859K | Sell |
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|
2019
Q4 | $942K | Buy |
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|
2019
Q3 | $880K | Sell |
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|
2019
Q2 | $990K | Buy |
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|
2019
Q1 | $866K | Hold |
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|
2018
Q4 | $847K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $509K | Sell |
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|
2018
Q1 | $667K | Sell |
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|
2017
Q4 | $943K | Buy |
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|
2017
Q3 | $872K | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.09M | Buy |
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|
2016
Q3 | $997K | Sell |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.19M | Sell |
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|
2015
Q4 | $1.51M | Sell |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q2 | $1.34M | Buy |
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|
2015
Q1 | $1.34M | Sell |
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|
2014
Q4 | $1.37M | Sell |
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|
2014
Q3 | $1.52M | Sell |
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|
2014
Q2 | $1.65M | Sell |
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|
2014
Q1 | $1.76M | Sell |
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|
2013
Q4 | $1.94M | Sell |
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|
2013
Q3 | $2.21M | Sell |
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|
2013
Q2 | $2.57M | Buy |
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