Intergy Private Wealth’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
$293K Buy
5,562
+293
+6% +$15.5K 0.1% 79
2025
Q1
$276K Sell
5,269
-142
-3% -$7.44K 0.1% 75
2024
Q4
$280K Buy
5,411
+534
+11% +$27.6K 0.1% 75
2024
Q3
$257K Buy
+4,877
New +$257K 0.1% 75