Kingsview 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 | $1.87M | Buy |
35,432
+3,660
| +12% | +$193K | 0.03% | 449 |
|
|
2025
Q1 | $1.66M | Buy |
31,772
+2,203
| +7% | +$115K | 0.03% | 423 |
|
|
2024
Q4 | $1.53M | Buy |
29,569
+8,289
| +39% | +$429K | 0.03% | 453 |
|
|
2024
Q3 | $1.12M | Sell |
21,280
-1,446
| -6% | -$76.1K | 0.02% | 505 |
|
|
2024
Q2 | $1.16M | Buy |
22,726
+1,488
| +7% | +$76.2K | 0.03% | 469 |
|
|
2024
Q1 | $1.09M | Sell |
21,238
-1,233
| -5% | -$63.2K | 0.03% | 480 |
|
|
2023
Q4 | $1.15M | Sell |
22,471
-876
| -4% | -$44.9K | 0.03% | 426 |
|
|
2023
Q3 | $1.16M | Sell |
23,347
-79
| -0.3% | -$3.94K | 0.04% | 398 |
|
|
2023
Q2 | $1.18M | Sell |
23,426
-751
| -3% | -$37.7K | 0.05% | 359 |
|
|
2023
Q1 | $1.22M | Sell |
24,177
-6,070
| -20% | -$307K | 0.05% | 346 |
|
|
2022
Q4 | $1.51M | Sell |
30,247
-924
| -3% | -$46K | 0.07% | 275 |
|
|
2022
Q3 | $1.54M | Sell |
31,171
-2,677
| -8% | -$132K | 0.07% | 264 |
|
|
2022
Q2 | $1.71M | Buy |
33,848
+143
| +0.4% | +$7.23K | 0.08% | 245 |
|
|
2022
Q1 | $1.74M | Sell |
33,705
-28,314
| -46% | -$1.46M | 0.08% | 261 |
|
|
2021
Q4 | $3.34M | Sell |
62,019
-2,214
| -3% | -$119K | 0.14% | 157 |
|
|
2021
Q3 | $3.51M | Buy |
64,233
+13,106
| +26% | +$716K | 0.17% | 140 |
|
|
2021
Q2 | $2.8M | Buy |
51,127
+1,395
| +3% | +$76.3K | 0.14% | 167 |
|
|
2021
Q1 | $2.72M | Buy |
49,732
+22,896
| +85% | +$1.25M | 0.15% | 143 |
|
|
2020
Q4 | $1.48M | Buy |
26,836
+10,194
| +61% | +$563K | 0.11% | 198 |
|
|
2020
Q3 | $914K | Buy |
16,642
+7,488
| +82% | +$411K | 0.08% | 241 |
|
|
2020
Q2 | $501K | Buy |
9,154
+3,251
| +55% | +$178K | 0.05% | 328 |
|
|
2020
Q1 | $309K | Buy |
+5,903
| New | +$309K | 0.04% | 352 |
|
|
2017
Q4 | – | Sell |
-5,340
| Closed | -$281K | – | 320 |
|
|
2017
Q3 | $281K | Sell |
5,340
-88
| -2% | -$4.63K | 0.12% | 223 |
|
|
2017
Q2 | $286K | Buy |
+5,428
| New | +$286K | 0.15% | 188 |
|