HPM
Hudson Portfolio Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
33,631
+3,000
| +10% | +$158K | 1.66% | 18 |
|
|
2025
Q1 | $1.6M | Buy |
30,631
+14,653
| +92% | +$767K | 1.54% | 20 |
|
|
2024
Q4 | $826K | Buy |
15,978
+4,410
| +38% | +$228K | 0.81% | 41 |
|
|
2024
Q3 | $609K | Buy |
+11,568
| New | +$609K | 0.6% | 58 |
|
|
2023
Q4 | $775K | Sell |
15,112
-500
| -3% | -$25.6K | 0.84% | 44 |
|
|
2023
Q3 | $778K | Sell |
15,612
-208
| -1% | -$10.4K | 0.89% | 40 |
|
|
2023
Q2 | $794K | Hold |
15,820
| – | – | 0.86% | 40 |
|
|
2023
Q1 | $800K | Sell |
15,820
-558
| -3% | -$28.2K | 0.9% | 41 |
|
|
2022
Q4 | $816K | Sell |
16,378
-18,090
| -52% | -$901K | 0.9% | 45 |
|
|
2022
Q3 | $1.7M | Sell |
34,468
-2,050
| -6% | -$101K | 2.01% | 15 |
|
|
2022
Q2 | $1.85M | Sell |
36,518
-7,970
| -18% | -$403K | 1.91% | 15 |
|
|
2022
Q1 | $2.3M | Sell |
44,488
-1,600
| -3% | -$82.8K | 2.03% | 15 |
|
|
2021
Q4 | $2.48M | Sell |
46,088
-415
| -0.9% | -$22.4K | 2.19% | 10 |
|
|
2021
Q3 | $2.54M | Sell |
46,503
-1,103
| -2% | -$60.2K | 2.34% | 9 |
|
|
2021
Q2 | $2.61M | Sell |
47,606
-2,850
| -6% | -$156K | 2.4% | 10 |
|
|
2021
Q1 | $2.76M | Buy |
+50,456
| New | +$2.76M | 2.66% | 8 |
|