Lodestar Private Asset 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
$3.99M Buy
75,609
+1,638
+2% +$86.4K 0.46% 51
2025
Q1
$3.87M Buy
73,971
+1,757
+2% +$92K 0.49% 49
2024
Q4
$3.73M Buy
72,214
+4,040
+6% +$209K 0.47% 52
2024
Q3
$3.59M Buy
68,174
+713
+1% +$37.5K 0.46% 54
2024
Q2
$3.46M Sell
67,461
-2,727
-4% -$140K 0.48% 51
2024
Q1
$3.6M Sell
70,188
-130
-0.2% -$6.67K 0.51% 51
2023
Q4
$3.61M Sell
70,318
-11,529
-14% -$591K 0.55% 45
2023
Q3
$4.08M Sell
81,847
-16,192
-17% -$807K 0.7% 43
2023
Q2
$4.92M Sell
98,039
-22,285
-19% -$1.12M 0.83% 32
2023
Q1
$6.08M Sell
120,324
-122,273
-50% -$6.18M 1.09% 27
2022
Q4
$12.1M Buy
+242,597
New +$12.1M 2.32% 10