JGP 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
2024
Q2
Sell
-11,009
Closed -$565K 172
2024
Q1
$565K Buy
11,009
+4,167
+61% +$214K 0.08% 116
2023
Q4
$351K Buy
+6,842
New +$351K 0.05% 134