Roger Wittlin Investment Advisory’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 | $912K | Buy |
17,292
+184
| +1% | +$9.71K | 0.51% | 27 |
|
|
2025
Q1 | $896K | Sell |
17,108
-2,451
| -13% | -$128K | 0.52% | 26 |
|
|
2024
Q4 | $1.01M | Sell |
19,559
-12,302
| -39% | -$636K | 0.57% | 24 |
|
|
2024
Q3 | $1.68M | Sell |
31,861
-13,544
| -30% | -$713K | 0.97% | 20 |
|
|
2024
Q2 | $2.33M | Sell |
45,405
-7,284
| -14% | -$373K | 1.49% | 15 |
|
|
2024
Q1 | $2.7M | Sell |
52,689
-40,893
| -44% | -$2.1M | 1.89% | 14 |
|
|
2023
Q4 | $4.8M | Buy |
93,582
+1,806
| +2% | +$92.6K | 3.55% | 11 |
|
|
2023
Q3 | $4.57M | Sell |
91,776
-1,044
| -1% | -$52K | 3.88% | 10 |
|
|
2023
Q2 | $4.66M | Sell |
92,820
-202
| -0.2% | -$10.1K | 3.78% | 10 |
|
|
2023
Q1 | $4.7M | Buy |
93,022
+8,550
| +10% | +$432K | 4.2% | 11 |
|
|
2022
Q4 | $4.21M | Buy |
84,472
+81,520
| +2,762% | +$4.06M | 4.2% | 11 |
|
|
2022
Q3 | $145K | Buy |
+2,952
| New | +$145K | 3.94% | 8 |
|