NewEdge Wealth’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 | – | Sell |
-5,845
| Closed | -$306K | – | 994 |
|
|
2025
Q1 | $306K | Buy |
5,845
+65
| +1% | +$3.4K | 0.01% | 769 |
|
|
2024
Q4 | $299K | Buy |
5,780
+1,694
| +41% | +$87.6K | 0.01% | 767 |
|
|
2024
Q3 | $215K | Sell |
4,086
-4,102
| -50% | -$216K | ﹤0.01% | 823 |
|
|
2024
Q2 | $420K | Sell |
8,188
-612
| -7% | -$31.4K | 0.01% | 584 |
|
|
2024
Q1 | $448K | Sell |
8,800
-18
| -0.2% | -$916 | 0.01% | 584 |
|
|
2023
Q4 | $452K | Sell |
8,818
-200
| -2% | -$10.3K | 0.01% | 528 |
|
|
2023
Q3 | $449K | Buy |
9,018
+1,160
| +15% | +$57.8K | 0.01% | 472 |
|
|
2023
Q2 | $394K | Buy |
+7,858
| New | +$394K | 0.01% | 498 |
|