Total Wealth Planning’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 | $6.65M | Sell |
126,014
-12,602
| -9% | -$665K | 0.84% | 25 |
|
|
2025
Q1 | $7.26M | Sell |
138,616
-4,650
| -3% | -$244K | 1.11% | 20 |
|
|
2024
Q4 | $7.41M | Sell |
143,266
-7,278
| -5% | -$376K | 1.15% | 20 |
|
|
2024
Q3 | $7.93M | Sell |
150,544
-30,752
| -17% | -$1.62M | 1.24% | 19 |
|
|
2024
Q2 | $9.36M | Sell |
181,296
-23,417
| -11% | -$1.21M | 1.54% | 17 |
|
|
2024
Q1 | $10.5M | Sell |
204,713
-10,519
| -5% | -$539K | 1.8% | 15 |
|
|
2023
Q4 | $11M | Sell |
215,232
-11,139
| -5% | -$571K | 2% | 15 |
|
|
2023
Q3 | $11.3M | Sell |
226,371
-4,433
| -2% | -$221K | 2.3% | 14 |
|
|
2023
Q2 | $11.6M | Sell |
230,804
-5,877
| -2% | -$295K | 2.41% | 14 |
|
|
2023
Q1 | $12M | Buy |
236,681
+6,283
| +3% | +$318K | 2.64% | 11 |
|
|
2022
Q4 | $11.5M | Buy |
230,398
+23,697
| +11% | +$1.18M | 2.84% | 10 |
|
|
2022
Q3 | $10.2M | Sell |
206,701
-40,059
| -16% | -$1.97M | 2.89% | 9 |
|
|
2022
Q2 | $12.5M | Buy |
246,760
+134,982
| +121% | +$6.82M | 3.61% | 9 |
|
|
2022
Q1 | $5.78M | Buy |
+111,778
| New | +$5.78M | 1.56% | 16 |
|