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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Hold
2025
Q2
$894K Sell
2025
Q1
$1.03M Hold
2024
Q4
$1.02M Hold
2024
Q3
$1.04M Hold
2024
Q2
$1.01M Sell
2024
Q1
$1.06M Hold
2023
Q4
$1.06M Hold
2023
Q3
$1.03M Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.23M Buy
2022
Q4
$670K Sell
2022
Q3
$4.08M Sell
2022
Q2
$4.37M Buy
2022
Q1
$1.49M Buy
2021
Q4
$383K Buy