Presilium Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
299,183
+21,973
| +8% | +$1.16M | 3.23% | 11 |
|
|
2025
Q1 | $14.5M | Sell |
277,210
-105,709
| -28% | -$5.54M | 3.25% | 11 |
|
|
2024
Q4 | $19.8M | Buy |
382,919
+23,385
| +7% | +$1.21M | 4.55% | 8 |
|
|
2024
Q3 | $18.9M | Buy |
359,534
+21,736
| +6% | +$1.14M | 4.36% | 8 |
|
|
2024
Q2 | $17.3M | Buy |
337,798
+22,512
| +7% | +$1.15M | 4.37% | 8 |
|
|
2024
Q1 | $16.2M | Buy |
315,286
+5,330
| +2% | +$273K | 4.29% | 8 |
|
|
2023
Q4 | $15.9M | Sell |
309,956
-220,412
| -42% | -$11.3M | 4.53% | 8 |
|
|
2023
Q3 | $26.4M | Buy |
530,368
+61,552
| +13% | +$3.07M | 8.41% | 4 |
|
|
2023
Q2 | $23.5M | Buy |
468,816
+34,381
| +8% | +$1.72M | 8.06% | 4 |
|
|
2023
Q1 | $22M | Buy |
434,435
+20,316
| +5% | +$1.03M | 8.47% | 4 |
|
|
2022
Q4 | $20.6M | Buy |
+414,119
| New | +$20.6M | 8.66% | 4 |
|