Oxinas Partners 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 | – | Sell |
-4,501
| Closed | -$236K | – | 125 |
|
|
2025
Q1 | $236K | Buy |
4,501
+315
| +8% | +$16.5K | 0.14% | 111 |
|
|
2024
Q4 | $216K | Sell |
4,186
-888
| -18% | -$45.9K | 0.13% | 109 |
|
|
2024
Q3 | $267K | Sell |
5,074
-2,435
| -32% | -$128K | 0.16% | 98 |
|
|
2024
Q2 | $385K | Buy |
7,509
+3
| +0% | +$154 | 0.26% | 78 |
|
|
2024
Q1 | $385K | Buy |
+7,506
| New | +$385K | 0.25% | 80 |
|
|
2023
Q4 | – | Sell |
-7,613
| Closed | -$379K | – | 119 |
|
|
2023
Q3 | $379K | Sell |
7,613
-75
| -1% | -$3.74K | 0.28% | 67 |
|
|
2023
Q2 | $386K | Sell |
7,688
-536
| -7% | -$26.9K | 0.25% | 80 |
|
|
2023
Q1 | $416K | Buy |
8,224
+228
| +3% | +$11.5K | 0.3% | 68 |
|
|
2022
Q4 | $398K | Sell |
7,996
-165
| -2% | -$8.22K | 0.34% | 61 |
|
|
2022
Q3 | $402K | Sell |
8,161
-727
| -8% | -$35.8K | 0.33% | 61 |
|
|
2022
Q2 | $449K | Buy |
8,888
+248
| +3% | +$12.5K | 0.34% | 58 |
|
|
2022
Q1 | $447K | Sell |
8,640
-2,572
| -23% | -$133K | 0.28% | 72 |
|
|
2021
Q4 | $604K | Sell |
11,212
-7,483
| -40% | -$403K | 0.34% | 71 |
|
|
2021
Q3 | $1.02M | Buy |
18,695
+1,306
| +8% | +$71.4K | 0.59% | 52 |
|
|
2021
Q2 | $953K | Buy |
17,389
+112
| +0.6% | +$6.14K | 0.55% | 58 |
|
|
2021
Q1 | $945K | Buy |
17,277
+883
| +5% | +$48.3K | 0.6% | 54 |
|
|
2020
Q4 | $904K | Buy |
+16,394
| New | +$904K | 0.67% | 45 |
|