HB 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 | $560K | Sell |
10,614
-5,721
| -35% | -$302K | ﹤0.01% | 682 |
|
|
2025
Q1 | $855K | Buy |
16,335
+9,733
| +147% | +$510K | 0.01% | 574 |
|
|
2024
Q4 | $341K | Hold |
6,602
| – | – | ﹤0.01% | 753 |
|
|
2024
Q3 | $348K | Sell |
6,602
-21
| -0.3% | -$1.11K | ﹤0.01% | 704 |
|
|
2024
Q2 | $339K | Hold |
6,623
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $340K | Buy |
+6,623
| New | +$340K | ﹤0.01% | 616 |
|
|
2023
Q2 | – | Sell |
-6,602
| Closed | -$334K | – | 740 |
|
|
2023
Q1 | $334K | Hold |
6,602
| – | – | 0.01% | 505 |
|
|
2022
Q4 | $329K | Buy |
+6,602
| New | +$329K | 0.01% | 492 |
|