Laird Norton Wetherby Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $238K | Buy |
+4,508
| New | +$238K | 0.01% | 812 |
|
2024
Q4 | $233K | Hold |
4,508
| – | – | 0.01% | 786 |
|
2024
Q3 | $237K | Hold |
4,508
| – | – | 0.01% | 809 |
|
2024
Q2 | $231K | Hold |
4,508
| – | – | 0.01% | 790 |
|
2024
Q1 | $231K | Hold |
4,508
| – | – | 0.01% | 826 |
|
2023
Q4 | $231K | Hold |
4,508
| – | – | 0.01% | 809 |
|
2023
Q3 | $225K | Hold |
4,508
| – | – | 0.01% | 783 |
|
2023
Q2 | $226K | Hold |
4,508
| – | – | 0.01% | 802 |
|
2023
Q1 | $228K | Hold |
4,508
| – | – | 0.01% | 785 |
|
2022
Q4 | $225K | Hold |
4,508
| – | – | 0.01% | 763 |
|
2022
Q3 | $222K | Buy |
4,508
+428
| +10% | +$21.1K | 0.02% | 769 |
|
2022
Q2 | $206K | Hold |
4,080
| – | – | 0.01% | 804 |
|
2022
Q1 | $211K | Hold |
4,080
| – | – | 0.01% | 837 |
|
2021
Q4 | $220K | Sell |
4,080
-180
| -4% | -$9.71K | 0.01% | 817 |
|
2021
Q3 | $233K | Hold |
4,260
| – | – | 0.01% | 786 |
|
2021
Q2 | $233K | Buy |
+4,260
| New | +$233K | 0.01% | 794 |
|
2019
Q2 | – | Sell |
-22,476
| Closed | -$1.19M | – | 688 |
|
2019
Q1 | $1.19M | Buy |
+22,476
| New | +$1.19M | 0.15% | 146 |
|