SS
Sunbelt Securities’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
7,460
+49
| +0.7% | +$2.53K | 0.03% | 415 |
|
|
2025
Q1 | $388K | Sell |
7,411
-49
| -0.7% | -$2.57K | 0.03% | 386 |
|
|
2024
Q4 | $386K | Buy |
7,460
+947
| +15% | +$49K | 0.03% | 416 |
|
|
2024
Q3 | $343K | Buy |
6,513
+128
| +2% | +$6.74K | 0.03% | 444 |
|
|
2024
Q2 | $327K | Buy |
6,385
+1,498
| +31% | +$76.8K | 0.03% | 432 |
|
|
2024
Q1 | $251K | Sell |
4,887
-2,024
| -29% | -$104K | 0.03% | 481 |
|
|
2023
Q4 | $354K | Sell |
6,911
-2,083
| -23% | -$107K | 0.04% | 376 |
|
|
2023
Q3 | $448K | Buy |
8,994
+995
| +12% | +$49.6K | 0.06% | 302 |
|
|
2023
Q2 | $401K | Buy |
7,999
+1,735
| +28% | +$87.1K | 0.06% | 324 |
|
|
2023
Q1 | $315K | Buy |
+6,264
| New | +$315K | 0.05% | 342 |
|
|
2022
Q3 | – | Sell |
-4,008
| Closed | -$203K | – | 440 |
|
|
2022
Q2 | $203K | Sell |
4,008
-1,605
| -29% | -$81.3K | 0.04% | 410 |
|
|
2022
Q1 | $290K | Sell |
5,613
-2,186
| -28% | -$113K | 0.05% | 363 |
|
|
2021
Q4 | $413K | Sell |
7,799
-24,308
| -76% | -$1.29M | 0.07% | 304 |
|
|
2021
Q3 | $1.76M | Hold |
32,107
| – | – | 0.32% | 85 |
|
|
2021
Q2 | $1.76M | Sell |
32,107
-1,053
| -3% | -$57.7K | 0.32% | 85 |
|
|
2021
Q1 | $1.81M | Buy |
33,160
+2,063
| +7% | +$113K | 0.36% | 71 |
|
|
2020
Q4 | $1.72M | Buy |
31,097
+564
| +2% | +$31.1K | 0.35% | 67 |
|
|
2020
Q3 | $1.68M | Buy |
30,533
+15,818
| +107% | +$869K | 0.47% | 61 |
|
|
2020
Q2 | $805K | Buy |
+14,715
| New | +$805K | 0.28% | 101 |
|