Forum Private Client Group’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 | $805K | Sell |
15,251
-414
| -3% | -$21.8K | 0.31% | 37 |
|
|
2025
Q1 | $820K | Sell |
15,665
-361
| -2% | -$18.9K | 0.36% | 32 |
|
|
2024
Q4 | $829K | Buy |
16,026
+490
| +3% | +$25.3K | 0.37% | 36 |
|
|
2024
Q3 | $818K | Sell |
15,536
-490
| -3% | -$25.8K | 0.36% | 33 |
|
|
2024
Q2 | $821K | Sell |
16,026
-4,083
| -20% | -$209K | 0.39% | 32 |
|
|
2024
Q1 | $1.03M | Sell |
20,109
-8,448
| -30% | -$433K | 0.5% | 31 |
|
|
2023
Q4 | $1.46M | Buy |
+28,557
| New | +$1.46M | 0.76% | 26 |
|
|
2023
Q3 | – | Sell |
-35,224
| Closed | -$1.77M | – | 26 |
|
|
2023
Q2 | $1.77M | Sell |
35,224
-1,056
| -3% | -$53K | 1.01% | 26 |
|
|
2023
Q1 | $1.83M | Buy |
36,280
+535
| +1% | +$27K | 1.16% | 24 |
|
|
2022
Q4 | $1.78M | Sell |
35,745
-1,608
| -4% | -$80.1K | 1.23% | 25 |
|
|
2022
Q3 | $1.84M | Buy |
37,353
+1,344
| +4% | +$66.2K | 1.38% | 23 |
|
|
2022
Q2 | $1.82M | Buy |
36,009
+4,575
| +15% | +$231K | 1.32% | 22 |
|
|
2022
Q1 | $1.63M | Buy |
+31,434
| New | +$1.63M | 1.26% | 21 |
|