Panoramic Investment Advisors’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 | $356K | Sell |
6,748
-545
| -7% | -$28.8K | 0.22% | 80 |
|
|
2025
Q1 | $382K | Sell |
7,293
-881
| -11% | -$46.1K | 0.26% | 75 |
|
|
2024
Q4 | $423K | Sell |
8,174
-475
| -5% | -$24.6K | 0.28% | 73 |
|
|
2024
Q3 | $455K | Buy |
+8,649
| New | +$455K | 0.31% | 69 |
|
|
2024
Q1 | $445K | Sell |
8,686
-563
| -6% | -$28.9K | 0.33% | 66 |
|
|
2023
Q4 | $474K | Sell |
9,249
-1,011
| -10% | -$51.8K | 0.41% | 59 |
|
|
2023
Q3 | $511K | Buy |
+10,260
| New | +$511K | 0.47% | 53 |
|
|
2022
Q4 | $591K | Buy |
+11,861
| New | +$591K | 0.61% | 46 |
|