Wilshire Advisors’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 | $1.79M | Sell |
33,981
-3,318
| -9% | -$175K | 16.22% | 3 |
|
|
2025
Q1 | $195K | Sell |
37,299
-1,539
| -4% | -$8.06K | 0.62% | 12 |
|
|
2024
Q4 | $2.01M | Sell |
38,838
-771
| -2% | -$39.9K | 0.73% | 8 |
|
|
2024
Q3 | $2.09M | Sell |
39,609
-1,531
| -4% | -$80.6K | 1% | 8 |
|
|
2024
Q2 | $2.11M | Sell |
41,140
-204
| -0.5% | -$10.5K | 1.06% | 8 |
|
|
2024
Q1 | $2.12M | Hold |
41,344
| – | – | 1.05% | 8 |
|
|
2023
Q4 | $2.12M | Sell |
41,344
-2,118
| -5% | -$109K | 1.1% | 8 |
|
|
2023
Q3 | $2.17M | Sell |
43,462
-402
| -0.9% | -$20K | 1.2% | 7 |
|
|
2023
Q2 | $2.2M | Sell |
43,864
-1,178
| -3% | -$59.1K | 1.17% | 8 |
|
|
2023
Q1 | $2.28M | Buy |
45,042
+590
| +1% | +$29.8K | 1.22% | 8 |
|
|
2022
Q4 | $2.21M | Buy |
44,452
+459
| +1% | +$22.9K | 1.21% | 7 |
|
|
2022
Q3 | $2.17M | Sell |
43,993
-4,648
| -10% | -$229K | 1.24% | 7 |
|
|
2022
Q2 | $2.46M | Buy |
+48,641
| New | +$2.46M | 1.29% | 7 |
|
|
2021
Q3 | – | Sell |
-57,327
| Closed | -$3.14M | – | 10 |
|
|
2021
Q2 | $3.14M | Buy |
57,327
+622
| +1% | +$34.1K | 8.04% | 6 |
|
|
2021
Q1 | $3.1M | Buy |
56,705
+1,025
| +2% | +$56.1K | 2.93% | 13 |
|
|
2020
Q4 | $3.07M | Buy |
55,680
+3,293
| +6% | +$182K | 2.92% | 14 |
|
|
2020
Q3 | $2.88M | Sell |
52,387
-855
| -2% | -$47K | 2.93% | 14 |
|
|
2020
Q2 | $2.91M | Buy |
53,242
+3,951
| +8% | +$216K | 3.06% | 14 |
|
|
2020
Q1 | $2.58M | Sell |
49,291
-11,815
| -19% | -$619K | 2.81% | 13 |
|
|
2019
Q4 | $3.28M | Buy |
61,106
+2,164
| +4% | +$116K | 2.91% | 14 |
|
|
2019
Q3 | $3.16M | Sell |
58,942
-1,274
| -2% | -$68.4K | 2.82% | 14 |
|
|
2019
Q2 | $3.22M | Sell |
60,216
-82,309
| -58% | -$4.4M | 2.85% | 14 |
|
|
2019
Q1 | $7.53M | Buy |
142,525
+2,201
| +2% | +$116K | 7.06% | 5 |
|
|
2018
Q4 | $7.25M | Sell |
140,324
-17,082
| -11% | -$882K | 7.64% | 5 |
|
|
2018
Q3 | $8.16M | Buy |
157,406
+48,524
| +45% | +$2.51M | 7.71% | 4 |
|
|
2018
Q2 | $5.65M | Sell |
108,882
-674
| -0.6% | -$35K | 5.32% | 6 |
|
|
2018
Q1 | $5.69M | Sell |
109,556
-50
| -0% | -$2.6K | 5.31% | 6 |
|
|
2017
Q4 | $5.73M | Buy |
109,606
+3,764
| +4% | +$197K | 5.34% | 7 |
|
|
2017
Q3 | $5.58M | Buy |
105,842
+576
| +0.5% | +$30.3K | 4.94% | 9 |
|
|
2017
Q2 | $5.53M | Buy |
105,266
+43,094
| +69% | +$2.27M | 4.8% | 9 |
|
|
2017
Q1 | $3.27M | Buy |
+62,172
| New | +$3.27M | 2.58% | 12 |
|