Fonville 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 | $784K | Sell |
14,851
-147
| -1% | -$7.76K | 0.2% | 65 |
|
|
2025
Q1 | $787K | Sell |
14,998
-2,137
| -12% | -$112K | 0.23% | 62 |
|
|
2024
Q4 | $886K | Sell |
17,135
-26
| -0.2% | -$1.34K | 0.29% | 57 |
|
|
2024
Q3 | $904K | Sell |
17,161
-350
| -2% | -$18.4K | 0.31% | 57 |
|
|
2024
Q2 | $897K | Sell |
17,511
-64
| -0.4% | -$3.28K | 0.36% | 55 |
|
|
2024
Q1 | $901K | Buy |
17,575
+1,408
| +9% | +$72.2K | 0.4% | 55 |
|
|
2023
Q4 | $829K | Buy |
+16,167
| New | +$829K | 0.44% | 55 |
|