GC Wealth Management RIA’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
$932K Sell
17,660
-5,045
-22% -$266K 0.08% 215
2025
Q1
$1.19M Sell
22,705
-955
-4% -$50K 0.22% 96
2024
Q4
$1.22M Sell
23,660
-3,865
-14% -$200K 0.22% 97
2024
Q3
$1.45M Sell
27,525
-42
-0.2% -$2.21K 0.25% 83
2024
Q2
$1.41M Sell
27,567
-1,004
-4% -$51.4K 0.28% 73
2024
Q1
$1.47M Sell
28,571
-32
-0.1% -$1.64K 0.29% 69
2023
Q4
$1.47M Buy
+28,603
New +$1.47M 0.66% 38