WT 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
2023
Q2
Sell
-13,296
Closed -$672K 106
2023
Q1
$672K Buy
13,296
+2,849
+27% +$144K 0.29% 83
2022
Q4
$520K Buy
+10,447
New +$520K 0.25% 73
2019
Q4
Sell
-4,082
Closed -$219K 92
2019
Q3
$219K Buy
+4,082
New +$219K 0.19% 80