Northwestern Mutual 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 | $2.73M | Buy |
51,686
+2,967
| +6% | +$157K | ﹤0.01% | 865 |
|
2025
Q1 | $2.55M | Buy |
48,719
+2,949
| +6% | +$154K | ﹤0.01% | 844 |
|
2024
Q4 | $2.37M | Sell |
45,770
-31,879
| -41% | -$1.65M | ﹤0.01% | 814 |
|
2024
Q3 | $4.09M | Sell |
77,649
-8,350
| -10% | -$440K | ﹤0.01% | 664 |
|
2024
Q2 | $4.41M | Buy |
85,999
+6,599
| +8% | +$338K | ﹤0.01% | 617 |
|
2024
Q1 | $4.07M | Sell |
79,400
-241
| -0.3% | -$12.4K | ﹤0.01% | 609 |
|
2023
Q4 | $4.08M | Sell |
79,641
-18,193
| -19% | -$933K | ﹤0.01% | 587 |
|
2023
Q3 | $4.88M | Sell |
97,834
-4,167
| -4% | -$208K | 0.01% | 507 |
|
2023
Q2 | $5.12M | Buy |
102,001
+5,142
| +5% | +$258K | 0.01% | 498 |
|
2023
Q1 | $4.9M | Buy |
96,859
+19,535
| +25% | +$987K | 0.01% | 490 |
|
2022
Q4 | $3.85M | Sell |
77,324
-4,698
| -6% | -$234K | 0.01% | 524 |
|
2022
Q3 | $4.04M | Sell |
82,022
-127,491
| -61% | -$6.28M | 0.01% | 465 |
|
2022
Q2 | $10.6M | Buy |
209,513
+124,125
| +145% | +$6.28M | 0.02% | 288 |
|
2022
Q1 | $4.42M | Buy |
85,388
+7,080
| +9% | +$366K | 0.01% | 462 |
|
2021
Q4 | $4.22M | Sell |
78,308
-388
| -0.5% | -$20.9K | 0.01% | 443 |
|
2021
Q3 | $4.3M | Sell |
78,696
-228
| -0.3% | -$12.5K | 0.01% | 406 |
|
2021
Q2 | $4.33M | Buy |
78,924
+1,190
| +2% | +$65.2K | 0.01% | 401 |
|
2021
Q1 | $4.25M | Sell |
77,734
-6,617
| -8% | -$362K | 0.01% | 371 |
|
2020
Q4 | $4.65M | Buy |
84,351
+35,383
| +72% | +$1.95M | 0.01% | 331 |
|
2020
Q3 | $2.69M | Buy |
48,968
+10,636
| +28% | +$584K | 0.01% | 378 |
|
2020
Q2 | $2.1M | Buy |
38,332
+12,670
| +49% | +$693K | 0.01% | 399 |
|
2020
Q1 | $1.34M | Buy |
25,662
+1,046
| +4% | +$54.8K | 0.01% | 427 |
|
2019
Q4 | $1.32M | Buy |
24,616
+5,965
| +32% | +$320K | ﹤0.01% | 468 |
|
2019
Q3 | $1M | Sell |
18,651
-3,388
| -15% | -$182K | ﹤0.01% | 485 |
|
2019
Q2 | $1.18M | Buy |
22,039
+1,004
| +5% | +$53.7K | ﹤0.01% | 448 |
|
2019
Q1 | $1.11M | Buy |
21,035
+8,517
| +68% | +$450K | ﹤0.01% | 444 |
|
2018
Q4 | $646K | Buy |
12,518
+5,525
| +79% | +$285K | ﹤0.01% | 503 |
|
2018
Q3 | $362K | Buy |
6,993
+565
| +9% | +$29.2K | ﹤0.01% | 639 |
|
2018
Q2 | $333K | Sell |
6,428
-752
| -10% | -$39K | ﹤0.01% | 630 |
|
2018
Q1 | $373K | Buy |
7,180
+730
| +11% | +$37.9K | ﹤0.01% | 576 |
|
2017
Q4 | $337K | Sell |
6,450
-1,790
| -22% | -$93.5K | ﹤0.01% | 592 |
|
2017
Q3 | $434K | Buy |
8,240
+5,362
| +186% | +$282K | ﹤0.01% | 512 |
|
2017
Q2 | $152K | Sell |
2,878
-144
| -5% | -$7.61K | ﹤0.01% | 746 |
|
2017
Q1 | $159K | Sell |
3,022
-3,026
| -50% | -$159K | ﹤0.01% | 700 |
|
2016
Q4 | $317K | Buy |
+6,048
| New | +$317K | ﹤0.01% | 545 |
|
2016
Q3 | – | Sell |
-1,152
| Closed | -$61K | – | 808 |
|
2016
Q2 | $61K | Buy |
1,152
+74
| +7% | +$3.92K | ﹤0.01% | 862 |
|
2016
Q1 | $57K | Sell |
1,078
-2,258
| -68% | -$119K | ﹤0.01% | 853 |
|
2015
Q4 | $174K | Buy |
3,336
+3,268
| +4,806% | +$170K | ﹤0.01% | 537 |
|
2015
Q3 | $4K | Sell |
68
-792
| -92% | -$46.6K | ﹤0.01% | 1301 |
|
2015
Q2 | $45K | Buy |
+860
| New | +$45K | ﹤0.01% | 697 |
|
2015
Q1 | – | Sell |
-1,168
| Closed | -$61K | – | 1664 |
|
2014
Q4 | $61K | Buy |
1,168
+582
| +99% | +$30.4K | ﹤0.01% | 616 |
|
2014
Q3 | $31K | Sell |
586
-896
| -60% | -$47.4K | ﹤0.01% | 704 |
|
2014
Q2 | $78K | Buy |
1,482
+1,164
| +366% | +$61.3K | ﹤0.01% | 523 |
|
2014
Q1 | $17K | Buy |
318
+198
| +165% | +$10.6K | ﹤0.01% | 784 |
|
2013
Q4 | $6K | Sell |
120
-386
| -76% | -$19.3K | ﹤0.01% | 1022 |
|
2013
Q3 | $27K | Sell |
506
-1,044
| -67% | -$55.7K | ﹤0.01% | 681 |
|
2013
Q2 | $81K | Buy |
+1,550
| New | +$81K | ﹤0.01% | 476 |
|