NCM
Nelson Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
527,436
+15,839
| +3% | +$836K | 3.68% | 4 |
|
|
2025
Q1 | $26.8M | Buy |
511,597
+52,714
| +11% | +$2.76M | 4.63% | 3 |
|
|
2024
Q4 | $23.7M | Buy |
458,883
+30,619
| +7% | +$1.58M | 3.92% | 4 |
|
|
2024
Q3 | $22.6M | Buy |
428,264
+26,914
| +7% | +$1.42M | 3.8% | 6 |
|
|
2024
Q2 | $20.6M | Buy |
401,350
+12,269
| +3% | +$629K | 3.65% | 5 |
|
|
2024
Q1 | $20M | Sell |
389,081
-11,296
| -3% | -$579K | 3.81% | 4 |
|
|
2023
Q4 | $20.5M | Sell |
400,377
-6,148
| -2% | -$315K | 4.59% | 3 |
|
|
2023
Q3 | $20.3M | Sell |
406,525
-5,339
| -1% | -$266K | 4.97% | 3 |
|
|
2023
Q2 | $20.7M | Buy |
411,864
+294,927
| +252% | +$14.8M | 5.34% | 2 |
|
|
2023
Q1 | $5.91M | Buy |
+116,937
| New | +$5.91M | 1.68% | 20 |
|