Great Diamond 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 | $927K | Buy |
+17,571
| New | +$927K | 0.2% | 115 |
|
|
2024
Q3 | – | Sell |
-7,435
| Closed | -$381K | – | 204 |
|
|
2024
Q2 | $381K | Buy |
7,435
+6
| +0.1% | +$307 | 0.09% | 145 |
|
|
2024
Q1 | $381K | Sell |
7,429
-48,979
| -87% | -$2.51M | 0.09% | 150 |
|
|
2023
Q4 | $2.89M | Sell |
56,408
-6,398
| -10% | -$328K | 0.71% | 38 |
|
|
2023
Q3 | $3.13M | Buy |
62,806
+3,954
| +7% | +$197K | 0.85% | 28 |
|
|
2023
Q2 | $2.95M | Sell |
58,852
-35,962
| -38% | -$1.8M | 0.78% | 32 |
|
|
2023
Q1 | $4.79M | Buy |
94,814
+257
| +0.3% | +$13K | 1.39% | 14 |
|
|
2022
Q4 | $4.71M | Sell |
94,557
-14,924
| -14% | -$744K | 1.45% | 14 |
|
|
2022
Q3 | $5.4M | Sell |
109,481
-1,295
| -1% | -$63.8K | 1.84% | 9 |
|
|
2022
Q2 | $5.6M | Buy |
110,776
+67,512
| +156% | +$3.41M | 1.86% | 9 |
|
|
2022
Q1 | $2.24M | Buy |
43,264
+24,575
| +131% | +$1.27M | 0.62% | 47 |
|
|
2021
Q4 | $1.01M | Sell |
18,689
-17,826
| -49% | -$961K | 0.26% | 86 |
|
|
2021
Q3 | $2M | Buy |
36,515
+400
| +1% | +$21.9K | 0.55% | 51 |
|
|
2021
Q2 | $1.98M | Sell |
36,115
-18,971
| -34% | -$1.04M | 0.56% | 53 |
|
|
2021
Q1 | $3.01M | Sell |
55,086
-62,895
| -53% | -$3.44M | 0.93% | 29 |
|
|
2020
Q4 | $6.51M | Buy |
117,981
+6,181
| +6% | +$341K | 2.07% | 8 |
|
|
2020
Q3 | $6.14M | Sell |
111,800
-97,863
| -47% | -$5.37M | 2.25% | 8 |
|
|
2020
Q2 | $11.5M | Buy |
209,663
+5,390
| +3% | +$295K | 4.75% | 4 |
|
|
2020
Q1 | $10.7M | Buy |
204,273
+118,842
| +139% | +$6.22M | 5.51% | 4 |
|
|
2019
Q4 | $4.58M | Buy |
+85,431
| New | +$4.58M | 1.74% | 10 |
|