SkyOak Wealth’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 | $796K | Hold |
15,086
| – | – | 0.16% | 90 |
|
|
2025
Q1 | $790K | Sell |
15,086
-1,621
| -10% | -$84.9K | 0.17% | 87 |
|
|
2024
Q4 | $864K | Buy |
16,707
+483
| +3% | +$25K | 0.18% | 81 |
|
|
2024
Q3 | $854K | Sell |
16,224
-274
| -2% | -$14.4K | 0.19% | 80 |
|
|
2024
Q2 | $845K | Sell |
16,498
-2,556
| -13% | -$131K | 0.2% | 81 |
|
|
2024
Q1 | $977K | Buy |
19,054
+754
| +4% | +$38.7K | 0.23% | 75 |
|
|
2023
Q4 | $938K | Sell |
18,300
-1,770
| -9% | -$90.8K | 0.24% | 77 |
|
|
2023
Q3 | $1M | Sell |
20,070
-1,922
| -9% | -$95.8K | 0.29% | 69 |
|
|
2023
Q2 | $1.1M | Buy |
21,992
+844
| +4% | +$42.3K | 0.31% | 66 |
|
|
2023
Q1 | $1.07M | Sell |
21,148
-795
| -4% | -$40.2K | 0.33% | 70 |
|
|
2022
Q4 | $1.09M | Sell |
21,943
-481
| -2% | -$24K | 0.37% | 67 |
|
|
2022
Q3 | $1.11M | Sell |
22,424
-1,174
| -5% | -$57.9K | 0.4% | 65 |
|
|
2022
Q2 | $1.19M | Hold |
23,598
| – | – | 0.41% | 65 |
|
|
2022
Q1 | $1.22M | Sell |
23,598
-1,229
| -5% | -$63.5K | 0.34% | 77 |
|
|
2021
Q4 | $1.34M | Sell |
24,827
-845
| -3% | -$45.5K | 0.34% | 75 |
|
|
2021
Q3 | $1.4M | Sell |
25,672
-1,762
| -6% | -$96.3K | 0.38% | 69 |
|
|
2021
Q2 | $1.5M | Hold |
27,434
| – | – | 0.4% | 64 |
|
|
2021
Q1 | $1.5M | Sell |
27,434
-1,338
| -5% | -$73.3K | 0.42% | 63 |
|
|
2020
Q4 | $1.59M | Sell |
28,772
-1,550
| -5% | -$85.5K | 0.49% | 64 |
|
|
2020
Q3 | $1.67M | Sell |
30,322
-4,305
| -12% | -$236K | 0.6% | 50 |
|
|
2020
Q2 | $1.89M | Buy |
34,627
+2,378
| +7% | +$130K | 0.7% | 38 |
|
|
2020
Q1 | $1.69M | Sell |
32,249
-331
| -1% | -$17.3K | 0.86% | 29 |
|
|
2019
Q4 | $1.75M | Buy |
+32,580
| New | +$1.75M | 0.54% | 47 |
|