Quotient Wealth Partners’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 | $78.8M | Buy |
1,493,865
+23,918
| +2% | +$1.26M | 2.32% | 14 |
|
|
2025
Q1 | $77M | Buy |
1,469,947
+49,021
| +3% | +$2.57M | 2.46% | 14 |
|
|
2024
Q4 | $73.5M | Buy |
1,420,926
+30,594
| +2% | +$1.58M | 2.4% | 12 |
|
|
2024
Q3 | $73.2M | Buy |
1,390,332
+26,766
| +2% | +$1.41M | 2.41% | 12 |
|
|
2024
Q2 | $69.9M | Sell |
1,363,566
-828,732
| -38% | -$42.5M | 2.45% | 12 |
|
|
2024
Q1 | $112M | Buy |
2,192,298
+276,183
| +14% | +$14.2M | 4.01% | 10 |
|
|
2023
Q4 | $98.2M | Buy |
+1,916,115
| New | +$98.2M | 3.81% | 10 |
|