SWP Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

SWP Financial’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$906K	Sell
2025 Q2	$975K	Buy
2025 Q1	$719K	Sell
2024 Q4	$786K	Sell
2024 Q3	$11.6M	Buy
2024 Q2	$6.97M	Buy
2024 Q1	$5.76M	Buy
2023 Q4	$5.31M	Buy