PP
Prosperity Planning’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
239,318
+4,602
| +2% | +$243K | 3.64% | 7 |
|
|
2025
Q1 | $12.3M | Buy |
234,716
+8,743
| +4% | +$458K | 3.85% | 7 |
|
|
2024
Q4 | $11.7M | Buy |
225,973
+12,194
| +6% | +$630K | 3.74% | 7 |
|
|
2024
Q3 | $11.3M | Buy |
213,779
+7,749
| +4% | +$408K | 3.57% | 8 |
|
|
2024
Q2 | $10.6M | Buy |
206,030
+10,319
| +5% | +$529K | 3.61% | 9 |
|
|
2024
Q1 | $10M | Buy |
195,711
+19,208
| +11% | +$985K | 3.48% | 10 |
|
|
2023
Q4 | $9.05M | Buy |
176,503
+11,538
| +7% | +$592K | 3.39% | 9 |
|
|
2023
Q3 | $8.22M | Buy |
164,965
+7,863
| +5% | +$392K | 3.44% | 9 |
|
|
2023
Q2 | $7.88M | Buy |
157,102
+8,791
| +6% | +$441K | 3.25% | 9 |
|
|
2023
Q1 | $7.5M | Buy |
148,311
+11,459
| +8% | +$579K | 3.27% | 9 |
|
|
2022
Q4 | $6.86M | Hold |
136,852
| – | – | 3.39% | 9 |
|
|
2022
Q3 | $6.74M | Buy |
136,852
+20,765
| +18% | +$1.02M | 3.52% | 9 |
|
|
2022
Q2 | $6.87M | Hold |
116,087
| – | – | 3.51% | 9 |
|
|
2022
Q1 | $6.8M | Hold |
116,087
| – | – | 3.33% | 9 |
|
|
2021
Q4 | $6.26M | Buy |
116,087
+13,858
| +14% | +$747K | 3.17% | 9 |
|
|
2021
Q3 | $5.59M | Buy |
102,229
+5,762
| +6% | +$315K | 3.05% | 9 |
|
|
2021
Q2 | $5.29M | Buy |
+96,467
| New | +$5.29M | 3.28% | 8 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 8 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 11 |
|