MBL Wealth’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 | $249K | Sell |
4,720
-200
| -4% | -$10.6K | 0.02% | 208 |
|
|
2025
Q1 | $258K | Sell |
4,920
-440
| -8% | -$23K | 0.03% | 197 |
|
|
2024
Q4 | $277K | Sell |
5,360
-805
| -13% | -$41.6K | 0.03% | 183 |
|
|
2024
Q3 | $325K | Sell |
6,165
-1,650
| -21% | -$86.9K | 0.03% | 158 |
|
|
2024
Q2 | $400K | Sell |
7,815
-6,195
| -44% | -$317K | 0.04% | 139 |
|
|
2024
Q1 | $718K | Sell |
14,010
-2,760
| -16% | -$142K | 0.08% | 104 |
|
|
2023
Q4 | $860K | Buy |
16,770
+8,015
| +92% | +$411K | 0.11% | 91 |
|
|
2023
Q3 | $436K | Buy |
+8,755
| New | +$436K | 0.06% | 118 |
|