Stone Asset 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
2023
Q1
$2.01M Sell
39,767
-63,220
-61% -$3.2M 3.21% 11
2022
Q4
$5.13M Sell
102,987
-146,894
-59% -$7.32M 3.19% 13
2022
Q3
$12.3M Buy
249,881
+46,035
+23% +$2.27M 8.03% 5
2022
Q2
$10.3M Sell
203,846
-29,416
-13% -$1.49M 6.48% 5
2022
Q1
$12.1M Buy
+233,262
New +$12.1M 6.73% 5