AFAS
Acorn Financial Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,172
| Closed | -$1.03M | – | 224 |
|
|
2023
Q4 | $1.03M | Sell |
20,172
-1,267
| -6% | -$64.7K | 0.18% | 88 |
|
|
2023
Q3 | $1.07M | Sell |
21,439
-4,977
| -19% | -$247K | 0.19% | 79 |
|
|
2023
Q2 | $1.33M | Sell |
26,416
-5,251
| -17% | -$263K | 0.24% | 58 |
|
|
2023
Q1 | $1.6M | Sell |
31,667
-1,608
| -5% | -$81.3K | 0.31% | 45 |
|
|
2022
Q4 | $1.66M | Sell |
33,275
-2,557
| -7% | -$127K | 0.35% | 34 |
|
|
2022
Q3 | $1.76M | Sell |
35,832
-10,836
| -23% | -$533K | 0.42% | 30 |
|
|
2022
Q2 | $2.36M | Sell |
46,668
-8,080
| -15% | -$409K | 0.56% | 20 |
|
|
2022
Q1 | $2.84M | Sell |
54,748
-9,649
| -15% | -$500K | 0.57% | 21 |
|
|
2021
Q4 | $3.47M | Sell |
64,397
-2,505
| -4% | -$135K | 0.69% | 19 |
|
|
2021
Q3 | $3.65M | Sell |
66,902
-2,749
| -4% | -$150K | 1.13% | 18 |
|
|
2021
Q2 | $3.82M | Buy |
69,651
+64,260
| +1,192% | +$3.52M | 1.13% | 16 |
|
|
2021
Q1 | $295K | Sell |
5,391
-61,604
| -92% | -$3.37M | 0.11% | 167 |
|
|
2020
Q4 | $3.69M | Buy |
66,995
+9,697
| +17% | +$534K | 1.45% | 12 |
|
|
2020
Q3 | $3.14M | Buy |
57,298
+14,544
| +34% | +$798K | 1.65% | 9 |
|
|
2020
Q2 | $2.34M | Buy |
42,754
+6,632
| +18% | +$362K | 1.63% | 6 |
|
|
2020
Q1 | $1.89M | Buy |
36,122
+9,500
| +36% | +$498K | 1.87% | 5 |
|
|
2019
Q4 | $1.43M | Buy |
+26,622
| New | +$1.43M | 1.2% | 17 |
|