SteelPeak 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 | $204K | Sell |
3,870
-3,174
| -45% | -$167K | 0.01% | 480 |
|
|
2025
Q1 | $369K | Buy |
7,044
+1,549
| +28% | +$81.1K | 0.02% | 368 |
|
|
2024
Q4 | $284K | Buy |
5,495
+1,182
| +27% | +$61.1K | 0.01% | 401 |
|
|
2024
Q3 | $227K | Buy |
+4,313
| New | +$227K | 0.01% | 416 |
|
|
2023
Q1 | – | Sell |
-13,423
| Closed | -$669K | – | 383 |
|
|
2022
Q4 | $669K | Buy |
13,423
+7,394
| +123% | +$368K | 0.05% | 208 |
|
|
2022
Q3 | $297K | Sell |
6,029
-143
| -2% | -$7.04K | 0.02% | 319 |
|
|
2022
Q2 | $312K | Sell |
6,172
-2,834
| -31% | -$143K | 0.02% | 313 |
|
|
2022
Q1 | $466K | Sell |
9,006
-51,807
| -85% | -$2.68M | 0.03% | 293 |
|
|
2021
Q4 | $3.28M | Sell |
60,813
-139,257
| -70% | -$7.5M | 0.19% | 90 |
|
|
2021
Q3 | $10.9M | Sell |
200,070
-169,936
| -46% | -$9.29M | 0.72% | 33 |
|
|
2021
Q2 | $20.3M | Buy |
370,006
+110,772
| +43% | +$6.07M | 1.42% | 15 |
|
|
2021
Q1 | $14.2M | Sell |
259,234
-14,113
| -5% | -$772K | 1.12% | 21 |
|
|
2020
Q4 | $15.1M | Buy |
273,347
+18,249
| +7% | +$1.01M | 1.37% | 13 |
|
|
2020
Q3 | $14M | Buy |
255,098
+754
| +0.3% | +$41.4K | 1.5% | 13 |
|
|
2020
Q2 | $13.9M | Buy |
254,344
+232,217
| +1,049% | +$12.7M | 1.75% | 11 |
|
|
2020
Q1 | $1.16M | Buy |
22,127
+2,515
| +13% | +$132K | 0.18% | 100 |
|
|
2019
Q4 | $1.05M | Buy |
+19,612
| New | +$1.05M | 0.15% | 122 |
|