Williams Jones Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Williams Jones Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$83.4M	Buy
2025 Q2	$82.8M	Buy
2025 Q1	$81.1M	Buy
2024 Q4	$79.1M	Buy
2024 Q3	$69.7M	Buy
2024 Q2	$59.8M	Buy
2024 Q1	$59.1M	Sell
2023 Q4	$62.6M	Buy
2023 Q3	$56.9M	Buy