Future Financial 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 | $104K | Hold |
1,974
| – | – | 0.07% | 159 |
|
|
2025
Q1 | $103K | Hold |
1,974
| – | – | 0.08% | 152 |
|
|
2024
Q4 | $102K | Hold |
1,974
| – | – | 0.07% | 159 |
|
|
2024
Q3 | $104K | Buy |
+1,974
| New | +$104K | 0.07% | 167 |
|
|
2024
Q2 | – | Sell |
-2,774
| Closed | -$142K | – | 265 |
|
|
2024
Q1 | $142K | Buy |
+2,774
| New | +$142K | 0.11% | 140 |
|
|
2022
Q3 | – | Sell |
-13,300
| Closed | -$688K | – | 128 |
|
|
2022
Q2 | $688K | Hold |
13,300
| – | – | 0.67% | 51 |
|
|
2022
Q1 | $688K | Hold |
13,300
| – | – | 0.57% | 51 |
|
|
2021
Q4 | $716K | Buy |
13,300
+6,354
| +91% | +$342K | 0.57% | 54 |
|
|
2021
Q3 | $381K | Hold |
6,946
| – | – | 0.39% | 78 |
|
|
2021
Q2 | $381K | Sell |
6,946
-545
| -7% | -$29.9K | 0.39% | 78 |
|
|
2021
Q1 | $410K | Sell |
7,491
-754
| -9% | -$41.3K | 0.47% | 64 |
|
|
2020
Q4 | $455K | Buy |
+8,245
| New | +$455K | 0.53% | 61 |
|