Trinity Legacy Partners’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 | $4.84M | Buy |
92,150
+2,085
| +2% | +$109K | 1.17% | 38 |
|
2025
Q1 | $4.7M | Buy |
90,065
+1,907
| +2% | +$99.4K | 1.19% | 36 |
|
2024
Q4 | $4.56M | Sell |
88,158
-3,585
| -4% | -$185K | 1.17% | 40 |
|
2024
Q3 | $4.79M | Sell |
91,743
-62,569
| -41% | -$3.27M | 1.23% | 37 |
|
2024
Q2 | $7.91M | Buy |
154,312
+3,092
| +2% | +$158K | 2.25% | 11 |
|
2024
Q1 | $7.75M | Buy |
151,220
+39,049
| +35% | +$2M | 2.27% | 10 |
|
2023
Q4 | $5.75M | Buy |
112,171
+2,638
| +2% | +$135K | 1.81% | 12 |
|
2023
Q3 | $5.46M | Buy |
+109,533
| New | +$5.46M | 1.89% | 12 |
|