Rockbridge Investment 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 | $1.02M | Sell |
19,289
-181
| -0.9% | -$9.55K | 0.11% | 62 |
|
|
2025
Q1 | $1.02M | Sell |
19,470
-14
| -0.1% | -$733 | 0.12% | 56 |
|
|
2024
Q4 | $1.01M | Hold |
19,484
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $1.03M | Sell |
19,484
-220
| -1% | -$11.6K | 0.13% | 57 |
|
|
2024
Q2 | $1.01M | Sell |
19,704
-110
| -0.6% | -$5.64K | 0.14% | 54 |
|
|
2024
Q1 | $1.02M | Buy |
19,814
+30
| +0.2% | +$1.54K | 0.15% | 53 |
|
|
2023
Q4 | $1.01M | Hold |
19,784
| – | – | 0.16% | 51 |
|
|
2023
Q3 | $986K | Hold |
19,784
| – | – | 0.17% | 49 |
|
|
2023
Q2 | $993K | Sell |
19,784
-2,125
| -10% | -$107K | 0.17% | 50 |
|
|
2023
Q1 | $1.11M | Sell |
21,909
-35
| -0.2% | -$1.77K | 0.2% | 47 |
|
|
2022
Q4 | $1.09M | Buy |
21,944
+14,884
| +211% | +$742K | 0.22% | 48 |
|
|
2022
Q3 | $348K | Buy |
+7,060
| New | +$348K | 0.08% | 74 |
|