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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
5,309
+47
| +0.9% | +$2.48K | 0.05% | 154 |
|
|
2025
Q1 | $276K | Hold |
5,262
| – | – | 0.06% | 156 |
|
|
2024
Q4 | $272K | Sell |
5,262
-1,135
| -18% | -$58.7K | 0.06% | 147 |
|
|
2024
Q3 | $337K | Sell |
6,397
-2,443
| -28% | -$129K | 0.08% | 131 |
|
|
2024
Q2 | $453K | Sell |
8,840
-1,177
| -12% | -$60.3K | 0.1% | 122 |
|
|
2024
Q1 | $514K | Sell |
10,017
-620
| -6% | -$31.8K | 0.12% | 122 |
|
|
2023
Q4 | $545K | Sell |
10,637
-1,100
| -9% | -$56.4K | 0.14% | 115 |
|
|
2023
Q3 | $585K | Sell |
11,737
-122
| -1% | -$6.08K | 0.15% | 116 |
|
|
2023
Q2 | $595K | Sell |
11,859
-80
| -0.7% | -$4.01K | 0.15% | 117 |
|
|
2023
Q1 | $603K | Buy |
11,939
+790
| +7% | +$39.9K | 0.18% | 107 |
|
|
2022
Q4 | $555K | Hold |
11,149
| – | – | 0.17% | 116 |
|
|
2022
Q3 | $549K | Hold |
11,149
| – | – | 0.18% | 106 |
|
|
2022
Q2 | $564K | Sell |
11,149
-960
| -8% | -$48.5K | 0.18% | 108 |
|
|
2022
Q1 | $626K | Sell |
12,109
-950
| -7% | -$49.1K | 0.15% | 115 |
|
|
2021
Q4 | $704K | Buy |
13,059
+200
| +2% | +$10.8K | 0.17% | 112 |
|
|
2021
Q3 | $703K | Buy |
12,859
+144
| +1% | +$7.87K | 0.17% | 115 |
|
|
2021
Q2 | $697K | Buy |
12,715
+5,379
| +73% | +$295K | 0.17% | 114 |
|
|
2021
Q1 | $401K | Sell |
7,336
-190
| -3% | -$10.4K | 0.11% | 131 |
|
|
2020
Q4 | $415K | Buy |
7,526
+700
| +10% | +$38.6K | 0.13% | 123 |
|
|
2020
Q3 | $375K | Buy |
6,826
+2,100
| +44% | +$115K | 0.14% | 115 |
|
|
2020
Q2 | $259K | Buy |
+4,726
| New | +$259K | 0.11% | 129 |
|