Strategic Financial Concepts’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 | $422K | Buy |
+7,998
| New | +$422K | 0.06% | 159 |
|
|
2025
Q1 | – | Sell |
-4,479
| Closed | -$232K | – | 345 |
|
|
2024
Q4 | $232K | Buy |
+4,479
| New | +$232K | 0.04% | 294 |
|
|
2024
Q3 | – | Sell |
-120,273
| Closed | -$142K | – | 459 |
|
|
2024
Q2 | $142K | Buy |
120,273
+114,763
| +2,083% | +$136K | 0.08% | 152 |
|
|
2024
Q1 | $283K | Buy |
+5,510
| New | +$283K | 0.07% | 234 |
|
|
2023
Q4 | – | Sell |
-12,155
| Closed | -$606K | – | 195 |
|
|
2023
Q3 | $606K | Sell |
12,155
-442
| -4% | -$22K | 0.2% | 120 |
|
|
2023
Q2 | $632K | Sell |
12,597
-27,329
| -68% | -$1.37M | 0.23% | 101 |
|
|
2023
Q1 | $2.02M | Buy |
+39,926
| New | +$2.02M | 0.81% | 32 |
|