Smith Salley Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11M | Buy |
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|
2025
Q2 | $8.76M | Buy |
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|
2025
Q1 | $8.61M | Buy |
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|
2024
Q4 | $8.41M | Buy |
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|
2024
Q3 | $8.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $5.29M | Buy |
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|
2022
Q2 | $5.19M | Sell |
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|
2022
Q1 | $5.43M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5.83M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $209K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $232K | Sell |
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|
2014
Q3 | $484K | Sell |
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|
2014
Q2 | $799K | Buy |
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