Williams Jones Wealth 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 | $82.8M | Buy |
1,568,693
+20,000
| +1% | +$1.06M | 0.99% | 33 |
|
|
2025
Q1 | $81.1M | Buy |
1,548,693
+19,600
| +1% | +$1.03M | 1.04% | 32 |
|
|
2024
Q4 | $79.1M | Buy |
1,529,093
+205,500
| +16% | +$10.6M | 0.95% | 35 |
|
|
2024
Q3 | $69.7M | Buy |
1,323,593
+156,300
| +13% | +$8.23M | 0.82% | 38 |
|
|
2024
Q2 | $59.8M | Buy |
1,167,293
+15,307
| +1% | +$784K | 0.74% | 40 |
|
|
2024
Q1 | $59.1M | Sell |
1,151,986
-68,180
| -6% | -$3.5M | 0.75% | 38 |
|
|
2023
Q4 | $62.6M | Buy |
1,220,166
+78,000
| +7% | +$4M | 0.88% | 33 |
|
|
2023
Q3 | $56.9M | Buy |
+1,142,166
| New | +$56.9M | 0.87% | 33 |
|