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 |
|