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