Strategic Wealth Partners’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 | $1.07M | Buy |
+20,262
| New | +$1.07M | 0.08% | 152 |
|
|
2024
Q4 | $1.18M | Sell |
22,787
-1,678
| -7% | -$87.1K | 0.1% | 136 |
|
|
2024
Q3 | $1.29M | Sell |
24,465
-1,150
| -4% | -$60.6K | 0.12% | 128 |
|
|
2024
Q2 | $1.31M | Sell |
25,615
-2,998
| -10% | -$154K | 0.14% | 119 |
|
|
2024
Q1 | $1.47M | Buy |
28,613
+63
| +0.2% | +$3.23K | 0.16% | 106 |
|
|
2023
Q4 | $1.46M | Sell |
28,550
-2,787
| -9% | -$143K | 0.18% | 103 |
|
|
2023
Q3 | $1.56M | Sell |
31,337
-1,200
| -4% | -$59.8K | 0.21% | 121 |
|
|
2023
Q2 | $1.63M | Buy |
32,537
+743
| +2% | +$37.3K | 0.21% | 122 |
|
|
2023
Q1 | $1.61M | Buy |
31,794
+2,506
| +9% | +$127K | 0.25% | 106 |
|
|
2022
Q4 | $1.46M | Buy |
29,288
+13,989
| +91% | +$697K | 0.27% | 100 |
|
|
2022
Q3 | $754K | Buy |
15,299
+202
| +1% | +$9.95K | 0.16% | 144 |
|
|
2022
Q2 | $763K | Sell |
15,097
-5,580
| -27% | -$282K | 0.16% | 136 |
|
|
2022
Q1 | $1.07M | Sell |
20,677
-1,652
| -7% | -$85.4K | 0.21% | 128 |
|
|
2021
Q4 | $1.2M | Sell |
22,329
-8,259
| -27% | -$445K | 0.23% | 126 |
|
|
2021
Q3 | $1.67M | Buy |
30,588
+17,916
| +141% | +$979K | 0.49% | 50 |
|
|
2021
Q2 | $695K | Hold |
12,672
| – | – | 0.23% | 114 |
|
|
2021
Q1 | $693K | Buy |
12,672
+2,592
| +26% | +$142K | 0.28% | 93 |
|
|
2020
Q4 | $556K | Buy |
10,080
+4,430
| +78% | +$244K | 0.23% | 106 |
|
|
2020
Q3 | $310K | Sell |
5,650
-92,151
| -94% | -$5.06M | 0.16% | 124 |
|
|
2020
Q2 | $5.35M | Buy |
+97,801
| New | +$5.35M | 2.77% | 7 |
|