EPG 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 | $123K | Buy |
2,333
+1
| +0% | +$53 | 0.04% | 195 |
|
|
2025
Q1 | $122K | Sell |
2,332
-129
| -5% | -$6.76K | 0.03% | 247 |
|
|
2024
Q4 | $127K | Hold |
2,461
| – | – | 0.03% | 251 |
|
|
2024
Q3 | $130K | Buy |
+2,461
| New | +$130K | 0.03% | 255 |
|
|
2024
Q2 | – | Sell |
-2,765
| Closed | -$142K | – | 268 |
|
|
2024
Q1 | $142K | Buy |
2,765
+161
| +6% | +$8.26K | 0.03% | 268 |
|
|
2023
Q4 | $133K | Sell |
2,604
-744
| -22% | -$37.9K | 0.03% | 259 |
|
|
2023
Q3 | $167K | Sell |
3,348
-426
| -11% | -$21.2K | 0.05% | 243 |
|
|
2023
Q2 | $189K | Sell |
3,774
-517
| -12% | -$25.9K | 0.06% | 237 |
|
|
2023
Q1 | $217K | Buy |
4,291
+3,440
| +404% | +$174K | 0.07% | 223 |
|
|
2022
Q4 | $42.4K | Hold |
851
| – | – | 0.02% | 271 |
|
|
2022
Q3 | $42K | Buy |
+851
| New | +$42K | 0.02% | 268 |
|
|
2022
Q2 | – | Sell |
-851
| Closed | -$44K | – | 297 |
|
|
2022
Q1 | $44K | Sell |
851
-1,311
| -61% | -$67.8K | 0.02% | 297 |
|
|
2021
Q4 | $116K | Buy |
2,162
+1,311
| +154% | +$70.3K | 0.04% | 254 |
|
|
2021
Q3 | $46K | Buy |
+851
| New | +$46K | 0.02% | 276 |
|
|
2020
Q2 | – | Sell |
-1,573
| Closed | -$82K | – | 432 |
|
|
2020
Q1 | $82K | Buy |
1,573
+79
| +5% | +$4.12K | 0.06% | 205 |
|
|
2019
Q4 | $80K | Buy |
+1,494
| New | +$80K | 0.06% | 173 |
|