Legacy Capital Group California’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 | – | Sell |
-4,049
| Closed | -$212K | – | 339 |
|
2025
Q1 | $212K | Buy |
4,049
+89
| +2% | +$4.66K | 0.07% | 293 |
|
2024
Q4 | $205K | Sell |
3,960
-100
| -2% | -$5.17K | 0.06% | 313 |
|
2024
Q3 | $214K | Buy |
4,060
+9
| +0.2% | +$474 | 0.07% | 295 |
|
2024
Q2 | $208K | Sell |
4,051
-485
| -11% | -$24.9K | 0.07% | 287 |
|
2024
Q1 | $233K | Sell |
4,536
-285
| -6% | -$14.6K | 0.09% | 273 |
|
2023
Q4 | $247K | Buy |
+4,821
| New | +$247K | 0.1% | 248 |
|
2023
Q3 | – | Sell |
-27,428
| Closed | -$1.38M | – | 283 |
|
2023
Q2 | $1.38M | Sell |
27,428
-468
| -2% | -$23.5K | 0.57% | 30 |
|
2023
Q1 | $1.41M | Buy |
+27,896
| New | +$1.41M | 0.69% | 34 |
|