RWB
RMR Wealth Builders’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 | $894K | Buy |
+16,946
| New | +$894K | 0.08% | 122 |
|
|
2022
Q3 | – | Sell |
-3,966
| Closed | -$200K | – | 202 |
|
|
2022
Q2 | $200K | Hold |
3,966
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $205K | Hold |
3,966
| – | – | 0.04% | 201 |
|
|
2021
Q4 | $214K | Sell |
3,966
-1,115
| -22% | -$60.2K | 0.06% | 114 |
|
|
2021
Q3 | $278K | Buy |
+5,081
| New | +$278K | 0.08% | 144 |
|
|
2021
Q2 | – | Sell |
-5,082
| Closed | -$278K | – | 398 |
|
|
2021
Q1 | $278K | Buy |
+5,082
| New | +$278K | 0.07% | 144 |
|
|
2020
Q4 | – | Sell |
-5,082
| Closed | -$279K | – | 538 |
|
|
2020
Q3 | $279K | Buy |
+5,082
| New | +$279K | 0.07% | 160 |
|