Mendota Financial Group’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 | $6.16M | Buy |
116,724
+15,878
| +16% | +$838K | 5.82% | 8 |
|
2025
Q1 | $5.28M | Sell |
100,846
-63,915
| -39% | -$3.35M | 5.73% | 8 |
|
2024
Q4 | $8.52M | Sell |
164,761
-39,158
| -19% | -$2.02M | 5.52% | 8 |
|
2024
Q3 | $10.7M | Buy |
203,919
+23,594
| +13% | +$1.24M | 5.13% | 8 |
|
2024
Q2 | $9.24M | Buy |
180,325
+33,040
| +22% | +$1.69M | 4.95% | 8 |
|
2024
Q1 | $7.55M | Buy |
147,285
+89,077
| +153% | +$4.57M | 4.42% | 9 |
|
2023
Q4 | $2.98M | Buy |
58,208
+19,494
| +50% | +$1,000K | 2.33% | 9 |
|
2023
Q3 | $1.93M | Buy |
+38,714
| New | +$1.93M | 2.01% | 9 |
|