IWM
IHT Wealth 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 | $479K | Sell |
9,076
-15,966
| -64% | -$842K | 0.01% | 720 |
|
|
2025
Q1 | $1.31M | Buy |
25,042
+16,179
| +183% | +$847K | 0.04% | 399 |
|
|
2024
Q4 | $458K | Sell |
8,863
-11,807
| -57% | -$610K | 0.01% | 713 |
|
|
2024
Q3 | $1.09M | Buy |
20,670
+10,197
| +97% | +$537K | 0.03% | 478 |
|
|
2024
Q2 | $537K | Buy |
10,473
+674
| +7% | +$34.5K | 0.02% | 617 |
|
|
2024
Q1 | $502K | Sell |
9,799
-2,480
| -20% | -$127K | 0.02% | 635 |
|
|
2023
Q4 | $630K | Sell |
12,279
-2,751
| -18% | -$141K | 0.03% | 522 |
|
|
2023
Q3 | $749K | Sell |
15,030
-20,446
| -58% | -$1.02M | 0.04% | 425 |
|
|
2023
Q2 | $1.78M | Buy |
35,476
+3,390
| +11% | +$170K | 0.09% | 206 |
|
|
2023
Q1 | $1.62M | Buy |
32,086
+15,028
| +88% | +$760K | 0.09% | 217 |
|
|
2022
Q4 | $850K | Sell |
17,058
-7,116
| -29% | -$355K | 0.05% | 336 |
|
|
2022
Q3 | $1.19M | Buy |
24,174
+6,585
| +37% | +$324K | 0.09% | 247 |
|
|
2022
Q2 | $889K | Sell |
17,589
-946
| -5% | -$47.8K | 0.08% | 261 |
|
|
2022
Q1 | $959K | Sell |
18,535
-3,132
| -14% | -$162K | 0.07% | 261 |
|
|
2021
Q4 | $1.17M | Buy |
21,667
+2,814
| +15% | +$152K | 0.09% | 228 |
|
|
2021
Q3 | $1.03M | Sell |
18,853
-21,369
| -53% | -$1.17M | 0.08% | 241 |
|
|
2021
Q2 | $2.21M | Sell |
40,222
-1,527
| -4% | -$83.7K | 0.14% | 151 |
|
|
2021
Q1 | $2.28M | Sell |
41,749
-420
| -1% | -$23K | 0.16% | 144 |
|
|
2020
Q4 | $2.33M | Buy |
42,169
+3,401
| +9% | +$188K | 0.19% | 117 |
|
|
2020
Q3 | $2.13M | Buy |
38,768
+1,155
| +3% | +$63.4K | 0.21% | 107 |
|
|
2020
Q2 | $2.06M | Sell |
37,613
-4,173
| -10% | -$228K | 0.28% | 81 |
|
|
2020
Q1 | $2.19M | Sell |
41,786
-1,392
| -3% | -$72.9K | 0.32% | 79 |
|
|
2019
Q4 | $2.32M | Sell |
43,178
-2,513
| -5% | -$135K | 0.27% | 81 |
|
|
2019
Q3 | $2.45M | Buy |
45,691
+492
| +1% | +$26.4K | 0.33% | 66 |
|
|
2019
Q2 | $2.42M | Buy |
45,199
+210
| +0.5% | +$11.2K | 0.35% | 65 |
|
|
2019
Q1 | $2.38M | Sell |
44,989
-7,019
| -13% | -$371K | 0.4% | 57 |
|
|
2018
Q4 | $2.69M | Sell |
52,008
-804
| -2% | -$41.5K | 0.52% | 37 |
|
|
2018
Q3 | $2.74M | Buy |
52,812
+23,105
| +78% | +$1.2M | 0.59% | 31 |
|
|
2018
Q2 | $3.08M | Sell |
29,707
-1,827
| -6% | -$189K | 0.79% | 24 |
|
|
2018
Q1 | $3.27M | Sell |
31,534
-775
| -2% | -$80.4K | 0.88% | 13 |
|
|
2017
Q4 | $3.38M | Buy |
32,309
+9
| +0% | +$941 | 0.89% | 12 |
|
|
2017
Q3 | $3.4M | Buy |
32,300
+28,444
| +738% | +$2.99M | 1.45% | 8 |
|
|
2017
Q2 | $34 | Buy |
3,856
+3,505
| +999% | +$31 | 0.02% | 626 |
|
|
2017
Q1 | $37K | Hold |
351
| – | – | 0.02% | 495 |
|
|
2016
Q4 | $37K | Buy |
+351
| New | +$37K | 0.03% | 455 |
|