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Pinnacle Wealth Planning Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Hold
5,575
– – 0.03% 348
2025
Q4 		$295K Sell
5,575
-5,500
-50% -$291K 0.03% 332
2025
Q3 		$587K Hold
11,075
– – 0.07% 179
2025
Q2 		$584K Buy
11,075
+5,375
+94% +$281K 0.08% 166
2025
Q1 		$299K Hold
5,700
– – 0.04% 265
2024
Q4 		$295K Hold
5,700
– – 0.04% 252
2024
Q3 		$300K Buy
+5,700
New +$297K 0.04% 303
2021
Q1 		– Sell
-30
Closed -$2K – 1105
2020
Q4 		$2K Buy
+30
New +$1.65K ﹤0.01% 1936

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