Wharton Business 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 | $7.07M | Buy |
133,950
+5,170
| +4% | +$273K | 0.3% | 48 |
|
|
2025
Q1 | $6.74M | Buy |
128,780
+955
| +0.7% | +$50K | 0.31% | 46 |
|
|
2024
Q4 | $6.61M | Buy |
127,825
+1,685
| +1% | +$87.1K | 0.3% | 49 |
|
|
2024
Q3 | $6.64M | Buy |
126,140
+11,705
| +10% | +$616K | 0.3% | 53 |
|
|
2024
Q2 | $5.86M | Sell |
114,435
-505
| -0.4% | -$25.9K | 0.3% | 52 |
|
|
2024
Q1 | $5.89M | Hold |
114,940
| – | – | 0.28% | 53 |
|
|
2023
Q4 | $5.89M | Hold |
114,940
| – | – | 0.3% | 51 |
|
|
2023
Q3 | $5.73M | Buy |
114,940
+6,855
| +6% | +$342K | 0.32% | 54 |
|
|
2023
Q2 | $5.42M | Sell |
108,085
-1,035
| -0.9% | -$51.9K | 0.36% | 48 |
|
|
2023
Q1 | $5.51M | Buy |
109,120
+4,330
| +4% | +$219K | 0.33% | 48 |
|
|
2022
Q4 | $5.22M | Sell |
104,790
-10,410
| -9% | -$519K | 0.3% | 51 |
|
|
2022
Q3 | $5.68M | Buy |
115,200
+4,555
| +4% | +$224K | 0.38% | 45 |
|
|
2022
Q2 | $5.59M | Buy |
110,645
+9,170
| +9% | +$464K | 0.37% | 46 |
|
|
2022
Q1 | $5.25M | Buy |
101,475
+18,160
| +22% | +$939K | 0.32% | 45 |
|
|
2021
Q4 | $4.49M | Buy |
+83,315
| New | +$4.49M | 0.28% | 49 |
|
|
2021
Q3 | – | Sell |
-50,755
| Closed | -$2.78M | – | 94 |
|
|
2021
Q2 | $2.78M | Sell |
50,755
-5,175
| -9% | -$284K | 0.22% | 45 |
|
|
2021
Q1 | $3.06M | Buy |
55,930
+3,630
| +7% | +$198K | 0.24% | 47 |
|
|
2020
Q4 | $2.89M | Buy |
52,300
+3,275
| +7% | +$181K | 0.24% | 45 |
|
|
2020
Q3 | $2.69M | Buy |
49,025
+11,365
| +30% | +$624K | 0.25% | 45 |
|
|
2020
Q2 | $2.06M | Sell |
37,660
-4,625
| -11% | -$253K | 0.2% | 47 |
|
|
2020
Q1 | $2.21M | Buy |
+42,285
| New | +$2.21M | 0.25% | 43 |
|