Focus Partners Wealth’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
$35.2M Sell
667,525
-4,904
-0.7% -$259K 0.08% 240
2025
Q1
$35.2M Sell
672,429
-88,214
-12% -$4.62M 0.09% 226
2024
Q4
$39.3M Buy
760,643
+555,053
+270% +$28.7M 0.1% 191
2024
Q3
$10.8M Sell
205,590
-790,942
-79% -$41.6M 0.03% 391
2024
Q2
$51.2M Buy
996,532
+679,643
+214% +$34.9M 0.17% 130
2024
Q1
$16.3M Sell
316,889
-344,568
-52% -$17.7M 0.13% 167
2023
Q4
$33.9M Buy
+661,457
New +$33.9M 0.44% 53