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