WRPWM
Werba Rubin Papier Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
32,919
+2,421
| +8% | +$128K | 0.33% | 49 |
|
|
2025
Q1 | $1.6M | Buy |
30,498
+281
| +0.9% | +$14.7K | 0.35% | 49 |
|
|
2024
Q4 | $1.56M | Sell |
30,217
-465
| -2% | -$24K | 0.37% | 44 |
|
|
2024
Q3 | $1.62M | Buy |
30,682
+2,976
| +11% | +$157K | 0.38% | 45 |
|
|
2024
Q2 | $1.42M | Buy |
27,706
+17,758
| +179% | +$910K | 0.39% | 41 |
|
|
2024
Q1 | $510K | Buy |
+9,948
| New | +$510K | 0.15% | 77 |
|