Pinnacle Wealth Planning Services’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
$584K Buy
11,075
+5,375
+94% +$284K 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 +$300K 0.04% 303
2021
Q1
Sell
-30
Closed -$2K 1099
2020
Q4
$2K Buy
+30
New +$2K ﹤0.01% 1931