SWP 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 | $975K | Buy |
18,482
+4,753
| +35% | +$251K | 0.54% | 37 |
|
|
2025
Q1 | $719K | Sell |
13,729
-1,475
| -10% | -$77.2K | 0.44% | 39 |
|
|
2024
Q4 | $786K | Sell |
15,204
-205,038
| -93% | -$10.6M | 0.47% | 36 |
|
|
2024
Q3 | $11.6M | Buy |
220,242
+84,195
| +62% | +$4.43M | 7.08% | 3 |
|
|
2024
Q2 | $6.97M | Buy |
136,047
+23,235
| +21% | +$1.19M | 4.61% | 9 |
|
|
2024
Q1 | $5.76M | Buy |
112,812
+9,320
| +9% | +$476K | 4.03% | 11 |
|
|
2023
Q4 | $5.31M | Buy |
+103,492
| New | +$5.31M | 4.12% | 11 |
|