Peninsula Wealth’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
2024
Q4
$567K Sell
10,976
-12,004
-52% -$621K 0.1% 66
2024
Q3
$1.2M Buy
22,980
+2,464
+12% +$129K 0.21% 46
2024
Q2
$1.06M Sell
20,516
-667
-3% -$34.4K 0.2% 50
2024
Q1
$1.09M Sell
21,183
-4,166
-16% -$214K 0.22% 45
2023
Q4
$1.3M Buy
+25,349
New +$1.3M 0.27% 39