Robertson Stephens Wealth Management’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 | $3.09M | Sell |
58,639
-948
| -2% | -$50K | 0.1% | 139 |
|
|
2025
Q1 | $3.12M | Sell |
59,587
-8,158
| -12% | -$427K | 0.11% | 153 |
|
|
2024
Q4 | $3.5M | Sell |
67,745
-6,701
| -9% | -$346K | 0.12% | 145 |
|
|
2024
Q3 | $3.92M | Sell |
74,446
-10,886
| -13% | -$573K | 0.14% | 132 |
|
|
2024
Q2 | $4.37M | Buy |
+85,332
| New | +$4.37M | 0.22% | 85 |
|
|
2021
Q4 | – | Sell |
-11,140
| Closed | -$608K | – | 384 |
|
|
2021
Q3 | $608K | Sell |
11,140
-19,971
| -64% | -$1.09M | 0.07% | 182 |
|
|
2021
Q2 | $1.71M | Buy |
31,111
+16,971
| +120% | +$930K | 0.2% | 80 |
|
|
2021
Q1 | $773K | Sell |
14,140
-4,574
| -24% | -$250K | 0.12% | 127 |
|
|
2020
Q4 | $1.03M | Sell |
18,714
-2,654
| -12% | -$146K | 0.22% | 86 |
|
|
2020
Q3 | $1.17M | Sell |
21,368
-2,118
| -9% | -$116K | 0.29% | 66 |
|
|
2020
Q2 | $1.28M | Buy |
+23,486
| New | +$1.28M | 0.37% | 60 |
|