Rockwood 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 | $442K | Hold |
8,380
| – | – | 0.04% | 66 |
|
|
2025
Q1 | $439K | Sell |
8,380
-1,205
| -13% | -$63.1K | 0.04% | 59 |
|
|
2024
Q4 | $496K | Sell |
9,585
-25,330
| -73% | -$1.31M | 0.05% | 52 |
|
|
2024
Q3 | $1.84M | Sell |
34,915
-1,030
| -3% | -$54.2K | 0.2% | 27 |
|
|
2024
Q2 | $1.84M | Buy |
35,945
+2,849
| +9% | +$146K | 0.22% | 28 |
|
|
2024
Q1 | $1.7M | Buy |
33,096
+204
| +0.6% | +$10.5K | 0.22% | 24 |
|
|
2023
Q4 | $1.69M | Sell |
32,892
-1,479
| -4% | -$75.8K | 0.25% | 23 |
|
|
2023
Q3 | $1.71M | Buy |
34,371
+967
| +3% | +$48.2K | 0.29% | 22 |
|
|
2023
Q2 | $1.68M | Buy |
33,404
+322
| +1% | +$16.2K | 0.29% | 22 |
|
|
2023
Q1 | $1.67M | Sell |
33,082
-109
| -0.3% | -$5.51K | 0.33% | 20 |
|
|
2022
Q4 | $1.65M | Buy |
33,191
+25,346
| +323% | +$1.26M | 0.39% | 21 |
|
|
2022
Q3 | $387K | Buy |
+7,845
| New | +$387K | 0.12% | 45 |
|