Successful Portfolios’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 | $448K | Hold |
8,486
| – | – | 0.28% | 73 |
|
|
2025
Q1 | $444K | Sell |
8,486
-6
| -0.1% | -$314 | 0.3% | 72 |
|
|
2024
Q4 | $439K | Sell |
8,492
-302
| -3% | -$15.6K | 0.29% | 72 |
|
|
2024
Q3 | $463K | Sell |
8,794
-255
| -3% | -$13.4K | 0.31% | 69 |
|
|
2024
Q2 | $464K | Sell |
9,049
-32
| -0.4% | -$1.64K | 0.32% | 65 |
|
|
2024
Q1 | $466K | Sell |
9,081
-121
| -1% | -$6.21K | 0.32% | 69 |
|
|
2023
Q4 | $472K | Sell |
9,202
-48
| -0.5% | -$2.46K | 0.35% | 64 |
|
|
2023
Q3 | $461K | Sell |
9,250
-679
| -7% | -$33.8K | 0.41% | 57 |
|
|
2023
Q2 | $498K | Sell |
9,929
-7,041
| -41% | -$353K | 0.43% | 54 |
|
|
2023
Q1 | $858K | Sell |
16,970
-2,325
| -12% | -$118K | 0.54% | 49 |
|
|
2022
Q4 | $961K | Buy |
19,295
+1,471
| +8% | +$73.3K | 0.63% | 46 |
|
|
2022
Q3 | $878K | Sell |
17,824
-1,156
| -6% | -$56.9K | 0.64% | 41 |
|
|
2022
Q2 | $959K | Sell |
18,980
-1,938
| -9% | -$97.9K | 0.65% | 41 |
|
|
2022
Q1 | $1.08M | Sell |
20,918
-1,867
| -8% | -$96.6K | 0.62% | 39 |
|
|
2021
Q4 | $1.23M | Sell |
22,785
-17,294
| -43% | -$932K | 0.67% | 35 |
|
|
2021
Q3 | $2.19M | Sell |
40,079
-1,192
| -3% | -$65.1K | 1.31% | 17 |
|
|
2021
Q2 | $2.26M | Buy |
41,271
+18,718
| +83% | +$1.03M | 1.37% | 15 |
|
|
2021
Q1 | $1.23M | Buy |
22,553
+3,416
| +18% | +$187K | 0.81% | 31 |
|
|
2020
Q4 | $1.06M | Buy |
19,137
+4,849
| +34% | +$268K | 0.76% | 33 |
|
|
2020
Q3 | $785K | Buy |
14,288
+51
| +0.4% | +$2.8K | 0.63% | 44 |
|
|
2020
Q2 | $779K | Buy |
+14,237
| New | +$779K | 0.69% | 40 |
|