Rise Advisors’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 | $31.4K | Buy |
596
+30
| +5% | +$1.58K | 0.01% | 327 |
|
|
2025
Q1 | $29.6K | Buy |
566
+4
| +0.7% | +$209 | 0.01% | 332 |
|
|
2024
Q4 | $29K | Buy |
562
+8
| +1% | +$413 | 0.01% | 407 |
|
|
2024
Q3 | $29.2K | Buy |
+554
| New | +$29.2K | 0.01% | 432 |
|
|
2023
Q4 | – | Sell |
-485
| Closed | -$24.2K | – | 655 |
|
|
2023
Q3 | $24.2K | Sell |
485
-1,174
| -71% | -$58.5K | 0.02% | 210 |
|
|
2023
Q2 | $83.2K | Buy |
1,659
+13
| +0.8% | +$652 | 0.06% | 114 |
|
|
2023
Q1 | $83.2K | Buy |
1,646
+8
| +0.5% | +$404 | 0.06% | 116 |
|
|
2022
Q4 | $81.6K | Buy |
1,638
+14
| +0.9% | +$697 | 0.07% | 118 |
|
|
2022
Q3 | $80K | Sell |
1,624
-141
| -8% | -$6.95K | 0.07% | 111 |
|
|
2022
Q2 | $89K | Buy |
1,765
+52
| +3% | +$2.62K | 0.09% | 103 |
|
|
2022
Q1 | $89K | Sell |
1,713
-187
| -10% | -$9.72K | 0.08% | 108 |
|
|
2021
Q4 | $102K | Buy |
+1,900
| New | +$102K | 0.1% | 97 |
|