Valley Wealth Managers’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 | $43.8K | Sell |
830
-406
| -33% | -$21.4K | ﹤0.01% | 204 |
|
|
2025
Q1 | $64.7K | Buy |
1,236
+485
| +65% | +$25.4K | ﹤0.01% | 194 |
|
|
2024
Q4 | $38.8K | Hold |
751
| – | – | ﹤0.01% | 221 |
|
|
2024
Q3 | $39.5K | Sell |
751
-341
| -31% | -$18K | ﹤0.01% | 227 |
|
|
2024
Q2 | $56K | Sell |
1,092
-194
| -15% | -$9.94K | ﹤0.01% | 217 |
|
|
2024
Q1 | $65.9K | Sell |
1,286
-59
| -4% | -$3.03K | 0.01% | 207 |
|
|
2023
Q4 | $69K | Sell |
1,345
-2
| -0.1% | -$103 | 0.01% | 208 |
|
|
2023
Q3 | $67.1K | Sell |
1,347
-2,735
| -67% | -$136K | 0.01% | 212 |
|
|
2023
Q2 | $205K | Sell |
4,082
-530
| -11% | -$26.6K | 0.02% | 161 |
|
|
2023
Q1 | $233K | Buy |
4,612
+522
| +13% | +$26.4K | 0.02% | 155 |
|
|
2022
Q4 | $204K | Buy |
4,090
+273
| +7% | +$13.6K | 0.02% | 168 |
|
|
2022
Q3 | $188K | Hold |
3,817
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $193K | Buy |
+3,817
| New | +$193K | 0.02% | 186 |
|