Peak Planning Group’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
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|
2025
Q4 | $1.12M | Buy |
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|
2025
Q3 | $602K | Buy |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $369K | Buy |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $553K | Buy |
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