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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.59M Sell
2025
Q2
$6.65M Sell
2025
Q1
$7.26M Sell
2024
Q4
$7.41M Sell
2024
Q3
$7.93M Sell
2024
Q2
$9.36M Sell
2024
Q1
$10.5M Sell
2023
Q4
$11M Sell
2023
Q3
$11.3M Sell
2023
Q2
$11.6M Sell
2023
Q1
$12M Buy
2022
Q4
$11.5M Buy
2022
Q3
$10.2M Sell
2022
Q2
$12.5M Buy
2022
Q1
$5.78M Buy