Ken Fisher’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 | $354K | Sell |
6,710
-14,188
| -68% | -$749K | ﹤0.01% | 852 |
|
2025
Q1 | $1.09M | Buy |
20,898
+15,152
| +264% | +$794K | ﹤0.01% | 665 |
|
2024
Q4 | $297K | Sell |
5,746
-1,677
| -23% | -$86.7K | ﹤0.01% | 874 |
|
2024
Q3 | $391K | Sell |
7,423
-4,518
| -38% | -$238K | ﹤0.01% | 791 |
|
2024
Q2 | $612K | Sell |
11,941
-1,103
| -8% | -$56.5K | ﹤0.01% | 752 |
|
2024
Q1 | $669K | Buy |
13,044
+1,540
| +13% | +$79K | ﹤0.01% | 738 |
|
2023
Q4 | $590K | Sell |
11,504
-842
| -7% | -$43.2K | ﹤0.01% | 753 |
|
2023
Q3 | $615K | Sell |
12,346
-3,671
| -23% | -$183K | ﹤0.01% | 820 |
|
2023
Q2 | $804K | Buy |
16,017
+3,559
| +29% | +$179K | ﹤0.01% | 817 |
|
2023
Q1 | $630K | Sell |
12,458
-5,106
| -29% | -$258K | ﹤0.01% | 828 |
|
2022
Q4 | $875K | Sell |
17,564
-1,085
| -6% | -$54.1K | ﹤0.01% | 785 |
|
2022
Q3 | $919K | Buy |
18,649
+5,604
| +43% | +$276K | ﹤0.01% | 687 |
|
2022
Q2 | $659K | Sell |
13,045
-856
| -6% | -$43.2K | ﹤0.01% | 674 |
|
2022
Q1 | $719K | Buy |
13,901
+3,135
| +29% | +$162K | ﹤0.01% | 664 |
|
2021
Q4 | $580K | Sell |
10,766
-7,659
| -42% | -$413K | ﹤0.01% | 738 |
|
2021
Q3 | $1.01M | Buy |
18,425
+3,459
| +23% | +$189K | ﹤0.01% | 619 |
|
2021
Q2 | $820K | Sell |
14,966
-1,727
| -10% | -$94.6K | ﹤0.01% | 644 |
|
2021
Q1 | $913K | Buy |
16,693
+1,195
| +8% | +$65.4K | ﹤0.01% | 628 |
|
2020
Q4 | $855K | Sell |
15,498
-669
| -4% | -$36.9K | ﹤0.01% | 618 |
|
2020
Q3 | $888K | Sell |
16,167
-1,206
| -7% | -$66.2K | ﹤0.01% | 578 |
|
2020
Q2 | $950K | Sell |
17,373
-825
| -5% | -$45.1K | ﹤0.01% | 570 |
|
2020
Q1 | $953K | Buy |
18,198
+309
| +2% | +$16.2K | ﹤0.01% | 538 |
|
2019
Q4 | $959K | Sell |
17,889
-9
| -0.1% | -$482 | ﹤0.01% | 586 |
|
2019
Q3 | $961K | Sell |
17,898
-1,983
| -10% | -$106K | ﹤0.01% | 613 |
|
2019
Q2 | $1.06M | Buy |
19,881
+306
| +2% | +$16.3K | ﹤0.01% | 597 |
|
2019
Q1 | $1.03M | Sell |
19,575
-1,043
| -5% | -$55.1K | ﹤0.01% | 582 |
|
2018
Q4 | $1.07M | Sell |
20,618
-10,705
| -34% | -$553K | ﹤0.01% | 590 |
|
2018
Q3 | $1.62M | Buy |
31,323
+3,439
| +12% | +$178K | ﹤0.01% | 540 |
|
2018
Q2 | $1.45M | Sell |
27,884
-3,670
| -12% | -$190K | ﹤0.01% | 556 |
|
2018
Q1 | $1.64M | Buy |
31,554
+140
| +0.4% | +$7.27K | ﹤0.01% | 534 |
|
2017
Q4 | $1.64M | Sell |
31,414
-366
| -1% | -$19.1K | ﹤0.01% | 537 |
|
2017
Q3 | $1.67M | Sell |
31,780
-6,164
| -16% | -$325K | ﹤0.01% | 519 |
|
2017
Q2 | $2M | Buy |
37,944
+1,080
| +3% | +$56.9K | ﹤0.01% | 481 |
|
2017
Q1 | $1.94M | Sell |
36,864
-9,044
| -20% | -$476K | ﹤0.01% | 447 |
|
2016
Q4 | $2.41M | Sell |
45,908
-7,204
| -14% | -$378K | ﹤0.01% | 402 |
|
2016
Q3 | $2.81M | Sell |
53,112
-610
| -1% | -$32.3K | 0.01% | 411 |
|
2016
Q2 | $2.85M | Sell |
53,722
-6,236
| -10% | -$330K | 0.01% | 433 |
|
2016
Q1 | $3.16M | Sell |
59,958
-8,040
| -12% | -$424K | 0.01% | 421 |
|
2015
Q4 | $3.56M | Sell |
67,998
-1,554
| -2% | -$81.3K | 0.01% | 393 |
|
2015
Q3 | $3.66M | Sell |
69,552
-7,330
| -10% | -$385K | 0.01% | 350 |
|
2015
Q2 | $4.05M | Sell |
76,882
-7,228
| -9% | -$381K | 0.01% | 353 |
|
2015
Q1 | $4.44M | Sell |
84,110
-4,996
| -6% | -$264K | 0.01% | 346 |
|
2014
Q4 | $4.69M | Sell |
89,106
-7,834
| -8% | -$412K | 0.01% | 339 |
|
2014
Q3 | $5.1M | Sell |
96,940
-19,330
| -17% | -$1.02M | 0.01% | 326 |
|
2014
Q2 | $6.14M | Sell |
116,270
-6,300
| -5% | -$333K | 0.01% | 313 |
|
2014
Q1 | $6.46M | Sell |
122,570
-9,506
| -7% | -$501K | 0.01% | 292 |
|
2013
Q4 | $6.96M | Sell |
132,076
-20,370
| -13% | -$1.07M | 0.02% | 291 |
|
2013
Q3 | $8.03M | Sell |
152,446
-19,978
| -12% | -$1.05M | 0.02% | 277 |
|
2013
Q2 | $9.06M | Buy |
+172,424
| New | +$9.06M | 0.02% | 255 |
|