Hemington 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 | $209K | Buy |
3,965
+27
| +0.7% | +$1.42K | 0.03% | 130 |
|
|
2025
Q1 | $206K | Buy |
3,938
+17
| +0.4% | +$889 | 0.03% | 124 |
|
|
2024
Q4 | $202K | Buy |
3,921
+26
| +0.7% | +$1.34K | 0.05% | 120 |
|
|
2024
Q3 | $202K | Buy |
+3,895
| New | +$202K | 0.05% | 119 |
|
|
2023
Q4 | – | Sell |
-5,436
| Closed | -$270K | – | 110 |
|
|
2023
Q3 | $270K | Buy |
+5,436
| New | +$270K | 0.13% | 80 |
|
|
2022
Q3 | – | Sell |
-20,195
| Closed | -$1.02M | – | 97 |
|
|
2022
Q2 | $1.02M | Sell |
20,195
-23,861
| -54% | -$1.21M | 0.41% | 33 |
|
|
2022
Q1 | $2.28M | Buy |
44,056
+39,341
| +834% | +$2.04M | 0.77% | 19 |
|
|
2021
Q4 | $260K | Sell |
4,715
-59
| -1% | -$3.25K | 0.12% | 73 |
|
|
2021
Q3 | $261K | Buy |
+4,774
| New | +$261K | 0.1% | 84 |
|
|
2021
Q2 | – | Sell |
-4,725
| Closed | -$258K | – | 92 |
|
|
2021
Q1 | $258K | Buy |
4,725
+10
| +0.2% | +$546 | 0.11% | 77 |
|
|
2020
Q4 | $260K | Buy |
+4,715
| New | +$260K | 0.12% | 73 |
|