WealthShield 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 | $31.1K | Hold |
589
| – | – | ﹤0.01% | 447 |
|
|
2025
Q1 | $30.8K | Buy |
589
+336
| +133% | +$17.6K | ﹤0.01% | 435 |
|
|
2024
Q4 | $13.1K | Sell |
253
-1,264
| -83% | -$65.3K | ﹤0.01% | 440 |
|
|
2024
Q3 | $79.9K | Hold |
1,517
| – | – | 0.01% | 365 |
|
|
2024
Q2 | $77.7K | Sell |
1,517
-226
| -13% | -$11.6K | 0.01% | 341 |
|
|
2024
Q1 | $89.4K | Sell |
1,743
-13
| -0.7% | -$667 | 0.01% | 322 |
|
|
2023
Q4 | $90K | Sell |
1,756
-1,144
| -39% | -$58.7K | 0.01% | 329 |
|
|
2023
Q3 | $145K | Buy |
2,900
+586
| +25% | +$29.2K | 0.02% | 311 |
|
|
2023
Q2 | $116K | Sell |
2,314
-1,429
| -38% | -$71.7K | 0.02% | 323 |
|
|
2023
Q1 | $189K | Sell |
3,743
-1,687
| -31% | -$85.3K | 0.03% | 296 |
|
|
2022
Q4 | $271K | Buy |
5,430
+1,014
| +23% | +$50.5K | 0.05% | 252 |
|
|
2022
Q3 | $218K | Sell |
4,416
-2,948
| -40% | -$146K | 0.04% | 278 |
|
|
2022
Q2 | $372K | Sell |
7,364
-707
| -9% | -$35.7K | 0.07% | 226 |
|
|
2022
Q1 | $417K | Sell |
8,071
-9,659
| -54% | -$499K | 0.07% | 252 |
|
|
2021
Q4 | $955K | Sell |
17,730
-24,718
| -58% | -$1.33M | 0.16% | 139 |
|
|
2021
Q3 | $2.32M | Sell |
42,448
-199,924
| -82% | -$10.9M | 0.62% | 43 |
|
|
2021
Q2 | $13.3M | Buy |
242,372
+69,122
| +40% | +$3.79M | 2.08% | 9 |
|
|
2021
Q1 | $9.47M | Buy |
173,250
+22,107
| +15% | +$1.21M | 1.7% | 11 |
|
|
2020
Q4 | $8.34M | Buy |
151,143
+103,533
| +217% | +$5.71M | 1.54% | 14 |
|
|
2020
Q3 | $2.61M | Buy |
47,610
+12,344
| +35% | +$678K | 0.92% | 28 |
|
|
2020
Q2 | $1.93M | Buy |
35,266
+31,194
| +766% | +$1.71M | 0.89% | 29 |
|
|
2020
Q1 | $213K | Sell |
4,072
-142
| -3% | -$7.43K | 0.13% | 146 |
|
|
2019
Q4 | $226K | Hold |
4,214
| – | – | 0.11% | 165 |
|
|
2019
Q3 | $226K | Hold |
4,214
| – | – | 0.12% | 156 |
|
|
2019
Q2 | $225K | Hold |
4,214
| – | – | 0.13% | 139 |
|
|
2019
Q1 | $223K | Hold |
4,214
| – | – | 0.12% | 130 |
|
|
2018
Q4 | $218K | Hold |
4,214
| – | – | 0.15% | 116 |
|
|
2018
Q3 | $218K | Sell |
4,214
-2,684
| -39% | -$139K | 0.12% | 119 |
|
|
2018
Q2 | $358K | Sell |
6,898
-764
| -10% | -$39.7K | 0.22% | 73 |
|
|
2018
Q1 | $398K | Sell |
7,662
-4,800
| -39% | -$249K | 0.25% | 69 |
|
|
2017
Q4 | $651K | Buy |
+12,462
| New | +$651K | 0.4% | 53 |
|