Grand 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 | $894K | Sell |
16,946
-2,815
| -14% | -$149K | 0.46% | 21 |
|
|
2025
Q1 | $1.03M | Hold |
19,761
| – | – | 0.57% | 19 |
|
|
2024
Q4 | $1.02M | Hold |
19,761
| – | – | 0.57% | 20 |
|
|
2024
Q3 | $1.04M | Hold |
19,761
| – | – | 0.59% | 20 |
|
|
2024
Q2 | $1.01M | Sell |
19,761
-896
| -4% | -$45.9K | 0.6% | 20 |
|
|
2024
Q1 | $1.06M | Hold |
20,657
| – | – | 0.51% | 23 |
|
|
2023
Q4 | $1.06M | Hold |
20,657
| – | – | 0.58% | 21 |
|
|
2023
Q3 | $1.03M | Sell |
20,657
-2,458
| -11% | -$122K | 0.63% | 19 |
|
|
2023
Q2 | $1.16M | Sell |
23,115
-1,301
| -5% | -$65.3K | 0.69% | 20 |
|
|
2023
Q1 | $1.23M | Buy |
24,416
+10,975
| +82% | +$555K | 0.74% | 21 |
|
|
2022
Q4 | $670K | Sell |
13,441
-69,258
| -84% | -$3.45M | 0.42% | 25 |
|
|
2022
Q3 | $4.08M | Sell |
82,699
-3,831
| -4% | -$189K | 2.14% | 10 |
|
|
2022
Q2 | $4.37M | Buy |
86,530
+57,794
| +201% | +$2.92M | 2.22% | 10 |
|
|
2022
Q1 | $1.49M | Buy |
28,736
+21,632
| +305% | +$1.12M | 0.69% | 16 |
|
|
2021
Q4 | $383K | Buy |
+7,104
| New | +$383K | 0.17% | 29 |
|