Financial Perspectives’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 | $228K | Buy |
4,326
+33
| +0.8% | +$1.74K | 0.07% | 136 |
|
|
2025
Q1 | $225K | Sell |
4,293
-86
| -2% | -$4.5K | 0.08% | 131 |
|
|
2024
Q4 | $226K | Buy |
4,379
+11
| +0.3% | +$569 | 0.08% | 131 |
|
|
2024
Q3 | $230K | Sell |
4,368
-14
| -0.3% | -$737 | 0.08% | 132 |
|
|
2024
Q2 | $225K | Buy |
4,382
+35
| +0.8% | +$1.79K | 0.08% | 132 |
|
|
2024
Q1 | $223K | Buy |
4,347
+21
| +0.5% | +$1.08K | 0.08% | 133 |
|
|
2023
Q4 | $222K | Sell |
4,326
-40
| -0.9% | -$2.05K | 0.09% | 134 |
|
|
2023
Q3 | $218K | Buy |
4,366
+29
| +0.7% | +$1.45K | 0.1% | 120 |
|
|
2023
Q2 | $218K | Buy |
4,337
+27
| +0.6% | +$1.36K | 0.1% | 125 |
|
|
2023
Q1 | $218K | Buy |
4,310
+16
| +0.4% | +$809 | 0.1% | 112 |
|
|
2022
Q4 | $214K | Sell |
4,294
-2,781
| -39% | -$139K | 0.11% | 113 |
|
|
2022
Q3 | $349K | Buy |
7,075
+1,165
| +20% | +$57.4K | 0.2% | 76 |
|
|
2022
Q2 | $299K | Buy |
5,910
+741
| +14% | +$37.5K | 0.17% | 84 |
|
|
2022
Q1 | $267K | Sell |
5,169
-1,340
| -21% | -$69.3K | 0.12% | 106 |
|
|
2021
Q4 | $351K | Sell |
6,509
-88
| -1% | -$4.74K | 0.17% | 80 |
|
|
2021
Q3 | $360K | Buy |
6,597
+3,575
| +118% | +$195K | 0.18% | 79 |
|
|
2021
Q2 | $166K | Sell |
3,022
-165,979
| -98% | -$9.1M | 0.08% | 137 |
|
|
2021
Q1 | $3.09M | Buy |
169,001
+165,891
| +5,334% | +$3.03M | 0.15% | 109 |
|
|
2020
Q4 | $172K | Buy |
3,110
+1,958
| +170% | +$108K | 0.1% | 131 |
|
|
2020
Q3 | $63.3K | Buy |
+1,152
| New | +$63.3K | 0.04% | 182 |
|