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 |
|