Ridgewood Investments’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 | $588K | Buy |
11,136
+2,917
| +35% | +$154K | 0.25% | 104 |
|
|
2025
Q1 | $430K | Buy |
8,219
+2,727
| +50% | +$143K | 0.2% | 126 |
|
|
2024
Q4 | $284K | Buy |
5,492
+1,608
| +41% | +$83.1K | 0.14% | 151 |
|
|
2024
Q3 | $205K | Buy |
3,884
+1,116
| +40% | +$58.8K | 0.1% | 167 |
|
|
2024
Q2 | $142K | Buy |
+2,768
| New | +$142K | 0.07% | 209 |
|
|
2023
Q3 | – | Sell |
-2,118
| Closed | -$106K | – | 446 |
|
|
2023
Q2 | $106K | Hold |
2,118
| – | – | 0.06% | 234 |
|
|
2023
Q1 | $107K | Buy |
+2,118
| New | +$107K | 0.07% | 244 |
|