Spire 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 | $771K | Sell |
14,615
-8,312
| -36% | -$439K | 0.03% | 415 |
|
|
2025
Q1 | $1.2M | Sell |
22,927
-877
| -4% | -$45.9K | 0.04% | 367 |
|
|
2024
Q4 | $1.23M | Sell |
23,804
-896
| -4% | -$46.3K | 0.04% | 343 |
|
|
2024
Q3 | $1.3M | Buy |
24,700
+198
| +0.8% | +$10.4K | 0.04% | 317 |
|
|
2024
Q2 | $1.26M | Sell |
24,502
-6,078
| -20% | -$311K | 0.04% | 299 |
|
|
2024
Q1 | $1.57M | Buy |
30,580
+2,294
| +8% | +$118K | 0.03% | 285 |
|
|
2023
Q4 | $1.45M | Buy |
28,286
+10,173
| +56% | +$521K | 0.05% | 280 |
|
|
2023
Q3 | $903K | Buy |
18,113
+1,001
| +6% | +$49.9K | 0.03% | 354 |
|
|
2023
Q2 | $859K | Sell |
17,112
-331
| -2% | -$16.6K | 0.03% | 378 |
|
|
2023
Q1 | $882K | Buy |
17,443
+307
| +2% | +$15.5K | 0.03% | 366 |
|
|
2022
Q4 | $854K | Sell |
17,136
-2,405
| -12% | -$120K | 0.05% | 261 |
|
|
2022
Q3 | $963K | Sell |
19,541
-15,242
| -44% | -$751K | 0.06% | 217 |
|
|
2022
Q2 | $1.76M | Sell |
34,783
-16,211
| -32% | -$819K | 0.07% | 223 |
|
|
2022
Q1 | $2.64M | Sell |
50,994
-13,174
| -21% | -$681K | 0.07% | 230 |
|
|
2021
Q4 | $3.46M | Sell |
64,168
-48,694
| -43% | -$2.62M | 0.08% | 216 |
|
|
2021
Q3 | $6.17M | Sell |
112,862
-30,046
| -21% | -$1.64M | 0.16% | 141 |
|
|
2021
Q2 | $7.84M | Buy |
142,908
+39,894
| +39% | +$2.19M | 0.21% | 124 |
|
|
2021
Q1 | $5.63M | Buy |
+103,014
| New | +$5.63M | 0.15% | 147 |
|