Global Retirement Partners’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 | $4.69M | Buy |
+88,801
| New | +$4.69M | 0.12% | 166 |
|
|
2024
Q4 | $1.8M | Sell |
34,736
-7,187
| -17% | -$372K | 0.05% | 321 |
|
|
2024
Q3 | $2.21M | Buy |
41,923
+4,619
| +12% | +$243K | 0.07% | 269 |
|
|
2024
Q2 | $1.91M | Buy |
37,304
+26,645
| +250% | +$1.37M | 0.06% | 281 |
|
|
2024
Q1 | $547K | Sell |
10,659
-1,926
| -15% | -$98.8K | 0.02% | 514 |
|
|
2023
Q4 | $646K | Sell |
12,585
-1,615
| -11% | -$82.8K | 0.03% | 433 |
|
|
2023
Q3 | $704K | Sell |
14,200
-6,967
| -33% | -$345K | 0.04% | 365 |
|
|
2023
Q2 | $1.06M | Sell |
21,167
-1,133
| -5% | -$56.8K | 0.05% | 306 |
|
|
2023
Q1 | $1.13M | Buy |
22,300
+11,562
| +108% | +$586K | 0.06% | 283 |
|
|
2022
Q4 | $535K | Sell |
10,738
-169
| -2% | -$8.42K | 0.04% | 364 |
|
|
2022
Q3 | $535K | Buy |
10,907
+1,063
| +11% | +$52.1K | 0.04% | 349 |
|
|
2022
Q2 | $498K | Buy |
9,844
+630
| +7% | +$31.9K | 0.04% | 356 |
|
|
2022
Q1 | $471K | Buy |
+9,214
| New | +$471K | 0.04% | 366 |
|
|
2021
Q4 | – | Sell |
-10,918
| Closed | -$597K | – | 969 |
|
|
2021
Q3 | $597K | Sell |
10,918
-3,816
| -26% | -$209K | 0.06% | 271 |
|
|
2021
Q2 | $808K | Buy |
14,734
+560
| +4% | +$30.7K | 0.08% | 216 |
|
|
2021
Q1 | $775K | Buy |
14,174
+479
| +3% | +$26.2K | 0.09% | 199 |
|
|
2020
Q4 | $756K | Buy |
13,695
+3,808
| +39% | +$210K | 0.09% | 188 |
|
|
2020
Q3 | $543K | Sell |
9,887
-1,034
| -9% | -$56.8K | 0.08% | 217 |
|
|
2020
Q2 | $597K | Buy |
10,921
+8,007
| +275% | +$438K | 0.1% | 195 |
|
|
2020
Q1 | $153K | Buy |
2,914
+8
| +0.3% | +$420 | 0.03% | 365 |
|
|
2019
Q4 | $156K | Buy |
2,906
+62
| +2% | +$3.33K | 0.02% | 413 |
|
|
2019
Q3 | $153K | Sell |
2,844
-411
| -13% | -$22.1K | 0.03% | 404 |
|
|
2019
Q2 | $174K | Buy |
3,255
+70
| +2% | +$3.74K | 0.03% | 360 |
|
|
2019
Q1 | $168K | Sell |
3,185
-759
| -19% | -$40K | 0.04% | 325 |
|
|
2018
Q4 | $204K | Sell |
3,944
-129
| -3% | -$6.67K | 0.05% | 281 |
|
|
2018
Q3 | $211K | Buy |
4,073
+441
| +12% | +$22.8K | 0.05% | 289 |
|
|
2018
Q2 | $188K | Hold |
3,632
| – | – | 0.05% | 296 |
|
|
2018
Q1 | $188K | Buy |
3,632
+132
| +4% | +$6.83K | 0.05% | 285 |
|
|
2017
Q4 | $183K | Buy |
3,500
+1,308
| +60% | +$68.4K | 0.05% | 264 |
|
|
2017
Q3 | $116K | Sell |
2,192
-462
| -17% | -$24.4K | 0.05% | 299 |
|
|
2017
Q2 | $140K | Sell |
2,654
-776
| -23% | -$40.9K | 0.07% | 256 |
|
|
2017
Q1 | $180K | Buy |
3,430
+2,144
| +167% | +$113K | 0.1% | 194 |
|
|
2016
Q4 | $67K | Buy |
+1,286
| New | +$67K | 0.05% | 309 |
|