Westside Investment Management’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
Q1 | – | Sell |
-400
| Closed | -$20.7K | – | 996 |
|
|
2024
Q4 | $20.7K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2024
Q3 | $21.1K | Hold |
400
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $20.5K | Hold |
400
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $20.5K | Hold |
400
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $20.5K | Hold |
400
| – | – | 0.01% | 496 |
|
|
2023
Q3 | $19.9K | Hold |
400
| – | – | 0.01% | 486 |
|
|
2023
Q2 | $20.1K | Hold |
400
| – | – | 0.01% | 491 |
|
|
2023
Q1 | $20.2K | Hold |
400
| – | – | 0.01% | 491 |
|
|
2022
Q4 | $19 | Hold |
400
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $19 | Hold |
400
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $20 | Hold |
400
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $20 | Hold |
400
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $21 | Hold |
400
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $21 | Hold |
400
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $21 | Hold |
400
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $21 | Hold |
400
| – | – | ﹤0.01% | 460 |
|
|
2020
Q4 | $22 | Hold |
400
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $21 | Hold |
400
| – | – | ﹤0.01% | 418 |
|
|
2020
Q2 | $21 | Hold |
400
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $20 | Buy |
+400
| New | +$20 | ﹤0.01% | 395 |
|
|
2019
Q2 | $85 | Buy |
+1,608
| New | +$85 | ﹤0.01% | 262 |
|
|
2018
Q4 | $398K | Buy |
7,703
+5,903
| +328% | +$305K | 0.15% | 103 |
|
|
2018
Q3 | $84.6K | Sell |
1,800
-800
| -31% | -$37.6K | 0.03% | 219 |
|
|
2018
Q2 | $135K | Hold |
2,600
| – | – | 0.05% | 193 |
|
|
2018
Q1 | $135K | Sell |
2,600
-16,500
| -86% | -$856K | 0.07% | 187 |
|
|
2017
Q4 | $998K | Sell |
19,100
-1,000
| -5% | -$52.3K | 0.54% | 46 |
|
|
2017
Q3 | $1.06M | Buy |
20,100
+2,300
| +13% | +$121K | 0.64% | 36 |
|
|
2017
Q2 | $936K | Sell |
17,800
-400
| -2% | -$21K | 0.61% | 40 |
|
|
2017
Q1 | $957K | Buy |
18,200
+12,180
| +202% | +$640K | 0.46% | 33 |
|
|
2016
Q4 | $316K | Buy |
+6,020
| New | +$316K | 0.22% | 71 |
|