Mittelman 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 | $3.93M | Buy |
74,500
+31,650
| +74% | +$1.67M | 3.32% | 9 |
|
|
2025
Q1 | $2.24M | Buy |
42,850
+17,054
| +66% | +$893K | 2.02% | 10 |
|
|
2024
Q4 | $1.33M | Sell |
25,796
-22,848
| -47% | -$1.18M | 1.24% | 13 |
|
|
2024
Q3 | $2.56M | Buy |
48,644
+27,794
| +133% | +$1.46M | 1.46% | 11 |
|
|
2024
Q2 | $1.07M | Buy |
20,850
+639
| +3% | +$32.7K | 0.69% | 34 |
|
|
2024
Q1 | $1.04M | Buy |
+20,211
| New | +$1.04M | 0.7% | 34 |
|