Merit 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 | $399K | Sell |
7,559
-2,582
| -25% | -$136K | ﹤0.01% | 1201 |
|
2025
Q1 | $531K | Buy |
+10,141
| New | +$531K | 0.01% | 906 |
|
2024
Q2 | – | Sell |
-8,454
| Closed | -$431K | – | 927 |
|
2024
Q1 | $431K | Sell |
8,454
-18,009
| -68% | -$919K | 0.01% | 596 |
|
2023
Q4 | $1.36M | Buy |
26,463
+9,323
| +54% | +$478K | 0.04% | 254 |
|
2023
Q3 | $854K | Sell |
17,140
-7,657
| -31% | -$382K | 0.03% | 351 |
|
2023
Q2 | $1.24M | Buy |
24,797
+15,003
| +153% | +$753K | 0.04% | 293 |
|
2023
Q1 | $495K | Sell |
9,794
-7,271
| -43% | -$367K | 0.02% | 398 |
|
2022
Q4 | $850K | Buy |
17,065
+8,288
| +94% | +$413K | 0.03% | 319 |
|
2022
Q3 | $433K | Buy |
8,777
+2,489
| +40% | +$123K | 0.02% | 377 |
|
2022
Q2 | $318K | Buy |
+6,288
| New | +$318K | 0.01% | 430 |
|