White Lighthouse 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
Q2 | $993K | Hold |
18,820
| – | – | 0.16% | 69 |
|
|
2025
Q1 | $986K | Hold |
18,820
| – | – | 0.18% | 71 |
|
|
2024
Q4 | $973K | Buy |
18,820
+800
| +4% | +$41.4K | 0.17% | 67 |
|
|
2024
Q3 | $949K | Hold |
18,020
| – | – | 0.17% | 68 |
|
|
2024
Q2 | $923K | Buy |
18,020
+104
| +0.6% | +$5.33K | 0.18% | 67 |
|
|
2024
Q1 | $919K | Buy |
17,916
+65
| +0.4% | +$3.33K | 0.19% | 68 |
|
|
2023
Q4 | $915K | Sell |
17,851
-4,290
| -19% | -$220K | 0.2% | 67 |
|
|
2023
Q3 | $1.1M | Hold |
22,141
| – | – | 0.27% | 59 |
|
|
2023
Q2 | $1.11M | Sell |
22,141
-416
| -2% | -$20.9K | 0.27% | 56 |
|
|
2023
Q1 | $1.14M | Buy |
22,557
+75
| +0.3% | +$3.79K | 0.29% | 56 |
|
|
2022
Q4 | $1.12M | Buy |
+22,482
| New | +$1.12M | 0.3% | 55 |
|