Independent Solutions Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $545K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $555K | Hold |
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|
2022
Q3 | $549K | Hold |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $415K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $259K | Buy |
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