Vantage Financial Partners (Wisconsin)’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 | $2.51M | Sell |
47,666
-31,769
| -40% | -$1.68M | 0.58% | 29 |
|
|
2025
Q1 | $4.16M | Buy |
79,435
+26,107
| +49% | +$1.37M | 1.03% | 20 |
|
|
2024
Q4 | $2.76M | Buy |
53,328
+298
| +0.6% | +$15.4K | 0.69% | 23 |
|
|
2024
Q3 | $2.79M | Sell |
53,030
-1,211
| -2% | -$63.8K | 0.69% | 20 |
|
|
2024
Q2 | $2.78M | Buy |
54,241
+1,149
| +2% | +$58.9K | 0.72% | 22 |
|
|
2024
Q1 | $2.72M | Buy |
53,092
+1,127
| +2% | +$57.8K | 0.73% | 24 |
|
|
2023
Q4 | $2.66M | Buy |
51,965
+1,889
| +4% | +$96.9K | 0.78% | 24 |
|
|
2023
Q3 | $2.5M | Sell |
50,076
-4,129
| -8% | -$206K | 0.98% | 21 |
|
|
2023
Q2 | $2.72M | Sell |
54,205
-115
| -0.2% | -$5.77K | 1.02% | 21 |
|
|
2023
Q1 | $2.75M | Sell |
54,320
-4,524
| -8% | -$229K | 1.09% | 21 |
|
|
2022
Q4 | $2.93M | Sell |
58,844
-53,135
| -47% | -$2.65M | 1.75% | 12 |
|
|
2022
Q3 | $5.52M | Sell |
111,979
-223,120
| -67% | -$11M | 3.72% | 9 |
|
|
2022
Q2 | $16.9M | Sell |
335,099
-11,338
| -3% | -$573K | 9.99% | 4 |
|
|
2022
Q1 | $17.9M | Buy |
346,437
+50,372
| +17% | +$2.61M | 9.16% | 4 |
|
|
2021
Q4 | $16M | Buy |
+296,065
| New | +$16M | 6.24% | 6 |
|