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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $754K | Buy |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $695K | Hold |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $556K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $5.35M | Buy |
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