Acorn Wealth 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 | $668K | Sell |
12,655
-1,585
| -11% | -$83.6K | 0.25% | 88 |
|
|
2025
Q1 | $746K | Sell |
14,240
-72
| -0.5% | -$3.77K | 0.31% | 75 |
|
|
2024
Q4 | $740K | Sell |
14,312
-102
| -0.7% | -$5.27K | 0.31% | 74 |
|
|
2024
Q3 | $759K | Buy |
14,414
+685
| +5% | +$36.1K | 0.33% | 67 |
|
|
2024
Q2 | $703K | Buy |
13,729
+17
| +0.1% | +$871 | 0.35% | 65 |
|
|
2024
Q1 | $703K | Buy |
13,712
+192
| +1% | +$9.85K | 0.37% | 66 |
|
|
2023
Q4 | $693K | Buy |
13,520
+377
| +3% | +$19.3K | 0.41% | 57 |
|
|
2023
Q3 | $655K | Buy |
13,143
+3,231
| +33% | +$161K | 0.44% | 52 |
|
|
2023
Q2 | $497K | Buy |
9,912
+1,908
| +24% | +$95.7K | 0.34% | 74 |
|
|
2023
Q1 | $405K | Buy |
8,004
+3,727
| +87% | +$188K | 0.3% | 84 |
|
|
2022
Q4 | $213K | Buy |
+4,277
| New | +$213K | 0.16% | 146 |
|
|
2018
Q3 | – | Sell |
-1,160
| Closed | -$60K | – | 273 |
|
|
2018
Q2 | $60K | Buy |
1,160
+2
| +0.2% | +$103 | 0.05% | 245 |
|
|
2018
Q1 | $60K | Buy |
1,158
+2
| +0.2% | +$104 | 0.05% | 233 |
|
|
2017
Q4 | $60K | Buy |
+1,156
| New | +$60K | 0.05% | 234 |
|