Vermillion & White Wealth Management Group’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
$306K Sell
5,794
-45
-0.8% -$2.37K 0.2% 46
2025
Q1
$306K Sell
5,839
-445
-7% -$23.3K 0.22% 43
2024
Q4
$325K Hold
6,284
0.24% 51
2024
Q3
$331K Sell
6,284
-100
-2% -$5.27K 0.24% 51
2024
Q2
$327K Hold
6,384
0.25% 52
2024
Q1
$327K Sell
6,384
-900
-12% -$46.2K 0.26% 49
2023
Q4
$373K Buy
+7,284
New +$373K 0.36% 34