JPL 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 | $7.87M | Buy |
149,117
+5,792
| +4% | +$306K | 2.12% | 7 |
|
|
2025
Q1 | $7.51M | Buy |
143,325
+7,247
| +5% | +$380K | 2.14% | 7 |
|
|
2024
Q4 | $7.04M | Buy |
+136,078
| New | +$7.04M | 2.01% | 8 |
|
|
2024
Q2 | $3.88M | Buy |
75,817
+5,972
| +9% | +$306K | 1.9% | 11 |
|
|
2024
Q1 | $3.58M | Buy |
69,845
+12,720
| +22% | +$652K | 1.98% | 7 |
|
|
2023
Q4 | $2.93M | Buy |
+57,125
| New | +$2.93M | 2.11% | 4 |
|