H&H Retirement Design & 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
$2.18M Buy
41,450
+2,301
+6% +$121K 1.2% 19
2025
Q1
$2.04M Sell
39,149
-637
-2% -$33.1K 1.36% 19
2024
Q4
$2.07M Sell
39,786
-327
-0.8% -$17K 1.26% 19
2024
Q3
$2.1M Buy
40,113
+2,902
+8% +$152K 1.24% 19
2024
Q2
$1.92M Buy
37,211
+424
+1% +$21.9K 1.18% 20
2024
Q1
$1.87M Sell
36,787
-8,268
-18% -$420K 1.23% 20
2023
Q4
$2.3M Buy
+45,055
New +$2.3M 1.45% 20