Trajan Wealth’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
$2.72M Sell
51,648
-4,307
-8% -$227K 0.13% 99
2025
Q1
$2.93M Sell
55,955
-23,765
-30% -$1.24M 0.16% 100
2024
Q4
$4.12M Buy
79,720
+8,635
+12% +$446K 0.23% 92
2024
Q3
$3.74M Buy
71,085
+395
+0.6% +$20.8K 0.22% 96
2024
Q2
$3.62M Sell
70,690
-6,072
-8% -$311K 0.23% 91
2024
Q1
$3.94M Buy
+76,762
New +$3.94M 0.27% 90