Meridian Wealth 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 | $7.89M | Buy |
149,454
+2,017
| +1% | +$106K | 0.34% | 63 |
|
|
2025
Q1 | $7.72M | Buy |
147,437
+8,049
| +6% | +$422K | 0.37% | 59 |
|
|
2024
Q4 | $7.21M | Sell |
139,388
-6,703
| -5% | -$347K | 0.34% | 60 |
|
|
2024
Q3 | $7.69M | Buy |
+146,091
| New | +$7.69M | 0.38% | 57 |
|
|
2024
Q2 | – | Sell |
-157,780
| Closed | -$8.09M | – | 399 |
|
|
2024
Q1 | $8.09M | Sell |
157,780
-18,062
| -10% | -$926K | 1.35% | 15 |
|
|
2023
Q4 | $9.02M | Buy |
+175,842
| New | +$9.02M | 0.58% | 35 |
|
|
2023
Q3 | – | Sell |
-12,252
| Closed | -$615K | – | 551 |
|
|
2023
Q2 | $615K | Sell |
12,252
-684
| -5% | -$34.3K | 0.05% | 287 |
|
|
2023
Q1 | $654K | Buy |
12,936
+6,770
| +110% | +$342K | 0.06% | 277 |
|
|
2022
Q4 | $307K | Buy |
6,166
+1,714
| +38% | +$85.4K | 0.03% | 407 |
|
|
2022
Q3 | $219K | Sell |
4,452
-128
| -3% | -$6.3K | 0.02% | 439 |
|
|
2022
Q2 | $232K | Buy |
+4,580
| New | +$232K | 0.02% | 490 |
|