Investment Partners’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
$5.15M Buy
97,638
+9,344
+11% +$493K 1.95% 14
2025
Q1
$4.62M Buy
88,294
+10,066
+13% +$527K 1.92% 14
2024
Q4
$4.04M Buy
78,228
+9,102
+13% +$471K 1.67% 17
2024
Q3
$3.64M Buy
69,126
+26,161
+61% +$1.38M 1.52% 19
2024
Q2
$2.2M Buy
42,965
+4,140
+11% +$212K 0.99% 32
2024
Q1
$1.99M Buy
38,825
+357
+0.9% +$18.3K 0.9% 33
2023
Q4
$1.97M Buy
38,468
+2,776
+8% +$142K 0.97% 30
2023
Q3
$1.78M Buy
35,692
+9,120
+34% +$454K 0.94% 33
2023
Q2
$1.33M Sell
26,572
-266
-1% -$13.3K 0.69% 41
2023
Q1
$1.36M Sell
26,838
-694
-3% -$35.1K 0.71% 39
2022
Q4
$1.37M Sell
27,532
-2,962
-10% -$148K 0.73% 41
2022
Q3
$1.5M Sell
30,494
-22,247
-42% -$1.1M 0.45% 67
2022
Q2
$2.67M Buy
52,741
+881
+2% +$44.5K 1.3% 21
2022
Q1
$2.68M Buy
51,860
+3,972
+8% +$205K 1.13% 25
2021
Q4
$2.58M Buy
47,888
+1,883
+4% +$101K 1.05% 25
2021
Q3
$2.51M Buy
46,005
+2,128
+5% +$116K 1.14% 25
2021
Q2
$2.41M Buy
43,877
+9,200
+27% +$504K 1.1% 25
2021
Q1
$1.9M Buy
34,677
+1,890
+6% +$103K 0.92% 33
2020
Q4
$1.81M Buy
32,787
+3,594
+12% +$198K 0.96% 32
2020
Q3
$1.6M Buy
29,193
+2,669
+10% +$147K 0.96% 29
2020
Q2
$1.45M Buy
26,524
+7,697
+41% +$421K 0.85% 35
2020
Q1
$986K Sell
18,827
-3,999
-18% -$209K 0.71% 46
2019
Q4
$1.22M Buy
22,826
+3,131
+16% +$168K 0.83% 42
2019
Q3
$1.06M Sell
19,695
-8,769
-31% -$471K 0.77% 42
2019
Q2
$1.52M Sell
28,464
-436
-2% -$23.3K 1.09% 31
2019
Q1
$1.53M Buy
28,900
+3,345
+13% +$177K 1.1% 30
2018
Q4
$1.32M Buy
25,555
+8,330
+48% +$430K 1.11% 32
2018
Q3
$237 Buy
17,225
+1,613
+10% +$22 0.13% 103
2018
Q2
$810K Buy
15,612
+1,854
+13% +$96.2K 0.6% 51
2018
Q1
$714K Buy
13,758
+5,538
+67% +$287K 0.53% 57
2017
Q4
$430K Sell
8,220
-638
-7% -$33.4K 0.32% 74
2017
Q3
$467K Sell
8,858
-9,070
-51% -$478K 0.4% 67
2017
Q2
$944K Buy
17,928
+210
+1% +$11.1K 0.86% 41
2017
Q1
$932K Sell
17,718
-2,620
-13% -$138K 0.9% 40
2016
Q4
$1.07M Buy
20,338
+3,304
+19% +$173K 1.04% 38
2016
Q3
$901K Buy
17,034
+3,310
+24% +$175K 0.51% 68
2016
Q2
$728K Buy
13,724
+3,596
+36% +$191K 0.73% 53
2016
Q1
$530K Hold
10,128
0.35% 81
2015
Q4
$529K Buy
10,128
+6,000
+145% +$313K 0.64% 61
2015
Q3
$218K Sell
4,128
-1,616
-28% -$85.3K 0.29% 87
2015
Q2
$303K Buy
5,744
+1,076
+23% +$56.8K 0.37% 76
2015
Q1
$246K Buy
4,668
+2
+0% +$105 0.27% 84
2014
Q4
$246K Buy
+4,666
New +$246K 0.28% 84