Seamount Financial Group’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 | $230K | Sell |
4,361
-470
| -10% | -$24.8K | 0.12% | 118 |
|
2025
Q1 | $253K | Buy |
4,831
+85
| +2% | +$4.45K | 0.17% | 91 |
|
2024
Q4 | $245K | Sell |
4,746
-35
| -0.7% | -$1.81K | 0.17% | 95 |
|
2024
Q3 | $252K | Buy |
4,781
+30
| +0.6% | +$1.58K | 0.19% | 89 |
|
2024
Q2 | $243K | Buy |
4,751
+140
| +3% | +$7.17K | 0.2% | 82 |
|
2024
Q1 | $236K | Buy |
4,611
+68
| +1% | +$3.49K | 0.21% | 82 |
|
2023
Q4 | $233K | Buy |
+4,543
| New | +$233K | 0.22% | 79 |
|