Wealthstar Advisors’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 | $6.44M | Sell |
121,995
-12,777
| -9% | -$674K | 2.42% | 8 |
|
|
2025
Q1 | $7.06M | Buy |
134,772
+4,510
| +3% | +$236K | 3.23% | 4 |
|
|
2024
Q4 | $6.73M | Buy |
+130,262
| New | +$6.73M | 2.93% | 5 |
|
|
2024
Q2 | – | Sell |
-89,361
| Closed | -$4.58M | – | 74 |
|
|
2024
Q1 | $4.58M | Buy |
89,361
+33,439
| +60% | +$1.71M | 1.6% | 7 |
|
|
2023
Q4 | $2.87M | Sell |
55,922
-6,956
| -11% | -$357K | 0.46% | 11 |
|
|
2023
Q3 | $3.13M | Sell |
62,878
-9,554
| -13% | -$476K | 1.2% | 8 |
|
|
2023
Q2 | $3.63M | Sell |
72,432
-1,583
| -2% | -$79.4K | 1.53% | 7 |
|
|
2023
Q1 | $3.74M | Sell |
74,015
-15,798
| -18% | -$798K | 1.42% | 7 |
|
|
2022
Q4 | $4.47M | Sell |
89,813
-4,535
| -5% | -$226K | 2.04% | 7 |
|
|
2022
Q3 | $4.65M | Buy |
94,348
+3,976
| +4% | +$196K | 2.21% | 7 |
|
|
2022
Q2 | $4.59M | Sell |
90,372
-4,712
| -5% | -$239K | 1.77% | 8 |
|
|
2022
Q1 | $4.93M | Sell |
95,084
-7,054
| -7% | -$366K | 1.83% | 9 |
|
|
2021
Q4 | $5.51M | Sell |
102,138
-1,481
| -1% | -$79.9K | 1.89% | 14 |
|
|
2021
Q3 | $5.67M | Buy |
103,619
+1,822
| +2% | +$99.8K | 1.71% | 9 |
|
|
2021
Q2 | $5.59M | Buy |
+101,797
| New | +$5.59M | 1.75% | 8 |
|
|
2020
Q1 | $4.99M | Sell |
94,989
-1,902
| -2% | -$99.9K | 3.51% | 6 |
|
|
2019
Q4 | $5.21M | Buy |
96,891
+143
| +0.1% | +$7.68K | 3.21% | 7 |
|
|
2019
Q3 | $5.2M | Sell |
96,748
-744
| -0.8% | -$40K | 2.9% | 7 |
|
|
2019
Q2 | $5.21M | Sell |
97,492
-2,920
| -3% | -$156K | 3.05% | 6 |
|
|
2019
Q1 | $5.31M | Sell |
100,412
-482
| -0.5% | -$25.5K | 3.26% | 6 |
|
|
2018
Q4 | $5.23M | Sell |
100,894
-1,404
| -1% | -$72.8K | 3.91% | 6 |
|
|
2018
Q3 | $5.32M | Sell |
102,298
-894
| -0.9% | -$46.5K | 3.13% | 6 |
|
|
2018
Q2 | $5.35M | Sell |
103,192
-388
| -0.4% | -$20.1K | 1.63% | 6 |
|
|
2018
Q1 | $5.38M | Buy |
+103,580
| New | +$5.38M | 1.61% | 6 |
|