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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Buy |
166,049
+1,688
| +1% | +$89.1K | 0.51% | 49 |
|
|
2025
Q1 | $8.61M | Buy |
164,361
+1,671
| +1% | +$87.5K | 0.56% | 48 |
|
|
2024
Q4 | $8.41M | Buy |
162,690
+2,913
| +2% | +$151K | 0.54% | 47 |
|
|
2024
Q3 | $8.41M | Buy |
+159,777
| New | +$8.41M | 0.55% | 48 |
|
|
2023
Q2 | – | Sell |
-4,027
| Closed | -$204K | – | 232 |
|
|
2023
Q1 | $204K | Sell |
4,027
-2,260
| -36% | -$114K | 0.02% | 218 |
|
|
2022
Q4 | $313K | Sell |
6,287
-101,044
| -94% | -$5.03M | 0.03% | 192 |
|
|
2022
Q3 | $5.29M | Buy |
107,331
+4,634
| +5% | +$228K | 0.49% | 55 |
|
|
2022
Q2 | $5.19M | Sell |
102,697
-2,286
| -2% | -$116K | 0.45% | 59 |
|
|
2022
Q1 | $5.43M | Buy |
+104,983
| New | +$5.43M | 0.41% | 62 |
|
|
2021
Q4 | – | Sell |
-106,629
| Closed | -$5.83M | – | 259 |
|
|
2021
Q3 | $5.83M | Buy |
106,629
+70,467
| +195% | +$3.85M | 0.46% | 56 |
|
|
2021
Q2 | $1.98M | Buy |
36,162
+27,582
| +321% | +$1.51M | 0.16% | 101 |
|
|
2021
Q1 | $469K | Buy |
+8,580
| New | +$469K | 0.04% | 176 |
|
|
2017
Q3 | – | Sell |
-3,866
| Closed | -$204K | – | 176 |
|
|
2017
Q2 | $204K | Sell |
3,866
-102
| -3% | -$5.38K | 0.04% | 165 |
|
|
2017
Q1 | $209K | Buy |
+3,968
| New | +$209K | 0.04% | 167 |
|
|
2015
Q1 | – | Sell |
-4,416
| Closed | -$232K | – | 171 |
|
|
2014
Q4 | $232K | Sell |
4,416
-4,780
| -52% | -$251K | 0.06% | 152 |
|
|
2014
Q3 | $484K | Sell |
9,196
-5,942
| -39% | -$313K | 0.13% | 136 |
|
|
2014
Q2 | $799K | Buy |
+15,138
| New | +$799K | 0.21% | 112 |
|