Advisor OS’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 | $1.21M | Sell |
22,992
-1,673
| -7% | -$88.3K | 0.12% | 119 |
|
|
2025
Q1 | $1.29M | Sell |
24,665
-417
| -2% | -$21.8K | 0.15% | 98 |
|
|
2024
Q4 | $1.3M | Buy |
25,082
+2,399
| +11% | +$124K | 0.15% | 103 |
|
|
2024
Q3 | $1.19M | Hold |
22,683
| – | – | 0.12% | 135 |
|
|
2024
Q2 | $1.16M | Hold |
22,683
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $1.16M | Hold |
22,683
| – | – | 0.13% | 141 |
|
|
2023
Q4 | $1.16M | Hold |
22,683
| – | – | 0.15% | 125 |
|
|
2023
Q3 | $1.13M | Hold |
22,683
| – | – | 0.17% | 115 |
|
|
2023
Q2 | $1.14M | Hold |
22,683
| – | – | 0.19% | 107 |
|
|
2023
Q1 | $1.15M | Hold |
22,683
| – | – | 0.28% | 93 |
|
|
2022
Q4 | $1.13M | Hold |
22,683
| – | – | 0.3% | 84 |
|
|
2022
Q3 | $1.12M | Hold |
22,683
| – | – | 0.34% | 64 |
|
|
2022
Q2 | $1.15M | Hold |
22,683
| – | – | 0.33% | 66 |
|
|
2022
Q1 | $1.17M | Hold |
22,683
| – | – | 0.34% | 68 |
|
|
2021
Q4 | $1.22M | Hold |
22,683
| – | – | 0.25% | 91 |
|
|
2021
Q3 | $1.24M | Hold |
22,683
| – | – | 0.27% | 85 |
|
|
2021
Q2 | $1.24M | Hold |
22,683
| – | – | 0.26% | 78 |
|
|
2021
Q1 | $1.24M | Buy |
+22,683
| New | +$1.24M | 0.28% | 67 |
|
|
2020
Q4 | – | Sell |
-203,718
| Closed | -$16.4M | – | 147 |
|
|
2020
Q3 | $16.4M | Buy |
203,718
+155,448
| +322% | +$12.5M | 6.89% | 4 |
|
|
2020
Q2 | $2.64M | Buy |
+48,270
| New | +$2.64M | 1.57% | 12 |
|