Rothschild Investment LLC’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 | $9.43M | Buy |
178,824
+145,634
| +439% | +$7.68M | 0.59% | 45 |
|
2025
Q1 | $1.74M | Buy |
33,190
+2,740
| +9% | +$143K | 0.12% | 162 |
|
2024
Q4 | $1.57M | Buy |
30,450
+229
| +0.8% | +$11.8K | 0.1% | 169 |
|
2024
Q3 | $1.59M | Buy |
30,221
+3,631
| +14% | +$191K | 0.1% | 165 |
|
2024
Q2 | $1.36M | Sell |
26,590
-1,726
| -6% | -$88.4K | 0.09% | 179 |
|
2024
Q1 | $1.45M | Buy |
28,316
+2,091
| +8% | +$107K | 0.11% | 171 |
|
2023
Q4 | $1.34M | Buy |
+26,225
| New | +$1.34M | 0.11% | 156 |
|