McKinley Carter Wealth Services’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 | $1.57M | Sell |
29,753
-2,550
| -8% | -$135K | 0.09% | 133 |
|
|
2025
Q1 | $1.69M | Sell |
32,303
-4,780
| -13% | -$250K | 0.1% | 124 |
|
|
2024
Q4 | $1.92M | Sell |
37,083
-29,579
| -44% | -$1.53M | 0.12% | 110 |
|
|
2024
Q3 | $3.51M | Sell |
66,662
-400,727
| -86% | -$21.1M | 0.21% | 83 |
|
|
2024
Q2 | $23.9M | Buy |
467,389
+15,185
| +3% | +$778K | 1.53% | 13 |
|
|
2024
Q1 | $23.2M | Buy |
452,204
+21,049
| +5% | +$1.08M | 1.55% | 12 |
|
|
2023
Q4 | $22.1M | Sell |
431,155
-21,824
| -5% | -$1.12M | 1.62% | 12 |
|
|
2023
Q3 | $22.6M | Sell |
452,979
-514,480
| -53% | -$25.6M | 1.8% | 12 |
|
|
2023
Q2 | $48.5M | Buy |
967,459
+2,684
| +0.3% | +$135K | 3.64% | 7 |
|
|
2023
Q1 | $48.8M | Buy |
964,775
+21,712
| +2% | +$1.1M | 3.81% | 7 |
|
|
2022
Q4 | $47M | Sell |
943,063
-36,781
| -4% | -$1.83M | 3.98% | 4 |
|
|
2022
Q3 | $48.3M | Sell |
979,844
-320,353
| -25% | -$15.8M | 4.49% | 3 |
|
|
2022
Q2 | $65.7M | Sell |
1,300,197
-12,096
| -0.9% | -$611K | 5.82% | 3 |
|
|
2022
Q1 | $67.9M | Buy |
1,312,293
+50,968
| +4% | +$2.64M | 5.31% | 3 |
|
|
2021
Q4 | $68M | Buy |
1,261,325
+40,800
| +3% | +$2.2M | 5.07% | 3 |
|
|
2021
Q3 | $66.7M | Buy |
1,220,525
+512,265
| +72% | +$28M | 5.47% | 3 |
|
|
2021
Q2 | $38.8M | Buy |
708,260
+75,400
| +12% | +$4.13M | 3.21% | 7 |
|
|
2021
Q1 | $34.6M | Buy |
632,860
+554,993
| +713% | +$30.3M | 2.96% | 6 |
|
|
2020
Q4 | $4.3M | Buy |
+77,867
| New | +$4.3M | 0.56% | 56 |
|