Peloton Wealth Strategists’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 | $600K | Sell |
11,368
-492
| -4% | -$26K | 0.24% | 73 |
|
|
2025
Q1 | $621K | Sell |
11,860
-307
| -3% | -$16.1K | 0.26% | 73 |
|
|
2024
Q4 | $629K | Buy |
12,167
+810
| +7% | +$41.9K | 0.25% | 73 |
|
|
2024
Q3 | $598K | Buy |
11,357
+793
| +8% | +$41.8K | 0.24% | 75 |
|
|
2024
Q2 | $541K | Sell |
10,564
-645
| -6% | -$33K | 0.22% | 74 |
|
|
2024
Q1 | $575K | Buy |
11,209
+313
| +3% | +$16.1K | 0.23% | 73 |
|
|
2023
Q4 | $559K | Buy |
10,896
+1,446
| +15% | +$74.2K | 0.24% | 73 |
|
|
2023
Q3 | $471K | Buy |
9,450
+103
| +1% | +$5.13K | 0.22% | 77 |
|
|
2023
Q2 | $469K | Sell |
9,347
-774
| -8% | -$38.8K | 0.21% | 75 |
|
|
2023
Q1 | $512K | Buy |
10,121
+796
| +9% | +$40.3K | 0.23% | 71 |
|
|
2022
Q4 | $465K | Sell |
9,325
-669
| -7% | -$33.4K | 0.22% | 74 |
|
|
2022
Q3 | $493K | Sell |
9,994
-1,956
| -16% | -$96.5K | 0.26% | 70 |
|
|
2022
Q2 | $604K | Sell |
11,950
-951
| -7% | -$48.1K | 0.29% | 68 |
|
|
2022
Q1 | $667K | Buy |
12,901
+391
| +3% | +$20.2K | 0.28% | 69 |
|
|
2021
Q4 | $674K | Buy |
12,510
+2,815
| +29% | +$152K | 0.27% | 70 |
|
|
2021
Q3 | $530K | Sell |
9,695
-1,299
| -12% | -$71K | 0.22% | 73 |
|
|
2021
Q2 | $603K | Buy |
10,994
+2,088
| +23% | +$115K | 0.25% | 70 |
|
|
2021
Q1 | $487K | Buy |
8,906
+501
| +6% | +$27.4K | 0.23% | 68 |
|
|
2020
Q4 | $464K | Buy |
8,405
+1,442
| +21% | +$79.6K | 0.23% | 67 |
|
|
2020
Q3 | $382K | Hold |
6,963
| – | – | 0.21% | 66 |
|
|
2020
Q2 | $381K | Sell |
6,963
-401
| -5% | -$21.9K | 0.24% | 64 |
|
|
2020
Q1 | $386K | Buy |
7,364
+2,975
| +68% | +$156K | 0.31% | 63 |
|
|
2019
Q4 | $235K | Sell |
4,389
-766
| -15% | -$41K | 0.14% | 69 |
|
|
2019
Q3 | $277K | Buy |
5,155
+104
| +2% | +$5.59K | 0.18% | 65 |
|
|
2019
Q2 | $270K | Hold |
5,051
| – | – | 0.18% | 63 |
|
|
2019
Q1 | $267K | Buy |
+5,051
| New | +$267K | 0.18% | 60 |
|
|
2018
Q3 | – | Sell |
-4,258
| Closed | -$221K | – | 57 |
|
|
2018
Q2 | $221K | Hold |
4,258
| – | – | 0.16% | 60 |
|
|
2018
Q1 | $221K | Buy |
+4,258
| New | +$221K | 0.17% | 61 |
|