Summit Financial’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 | $14.6M | Buy |
276,923
+18,975
| +7% | +$1M | 0.33% | 58 |
|
|
2025
Q1 | $13.5M | Buy |
257,948
+25,564
| +11% | +$1.34M | 0.38% | 49 |
|
|
2024
Q4 | $12M | Buy |
232,384
+33,615
| +17% | +$1.74M | 0.42% | 42 |
|
|
2024
Q3 | $10.5M | Buy |
198,769
+49,195
| +33% | +$2.59M | 0.41% | 43 |
|
|
2024
Q2 | $7.66M | Buy |
149,574
+131,614
| +733% | +$6.74M | 0.35% | 45 |
|
|
2024
Q1 | $921K | Buy |
17,960
+1,611
| +10% | +$82.6K | 0.05% | 195 |
|
|
2023
Q4 | $838K | Buy |
+16,349
| New | +$838K | 0.05% | 191 |
|