GeoWealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $123K | Sell |
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2025
Q1 | $123K | Sell |
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|
2024
Q4 | $137K | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5K | Hold |
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|
2023
Q1 | $6K | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $4.99M | Sell |
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|
2021
Q3 | $6.67M | Buy |
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|
2021
Q2 | $3.63M | Sell |
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|
2021
Q1 | $6.77M | Sell |
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|
2020
Q4 | $6.95M | Sell |
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|
2020
Q3 | $6.91M | Sell |
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|
2020
Q2 | $6.95M | Buy |
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|
2020
Q1 | $4.49M | Buy |
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|
2019
Q4 | $4.14M | Buy |
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