Advisornet Financial’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110K | Sell |
2,093
-33,642
| -94% | -$1.78M | 0.01% | 789 |
|
|
2025
Q4 | $1.89M | Buy |
35,735
+18,447
| +107% | +$977K | 0.1% | 178 |
|
|
2025
Q3 | $917K | Buy |
17,288
+260
| +2% | +$13.7K | 0.05% | 266 |
|
|
2025
Q2 | $898K | Buy |
17,028
+1,465
| +9% | +$76.5K | 0.06% | 260 |
|
|
2025
Q1 | $815K | Sell |
15,563
-537
| -3% | -$27.9K | 0.06% | 260 |
|
|
2024
Q4 | $832K | Sell |
16,100
-322
| -2% | -$16.7K | 0.07% | 232 |
|
|
2024
Q3 | $865K | Buy |
16,422
+15,530
| +1,741% | +$808K | 0.06% | 245 |
|
|
2024
Q2 | $45.7K | Sell |
892
-118
| -12% | -$6.02K | ﹤0.01% | 850 |
|
|
2024
Q1 | $51.8K | Hold |
1,010
| – | – | 0.01% | 803 |
|
|
2023
Q4 | $51.8K | Sell |
1,010
-92
| -8% | -$4.62K | ﹤0.01% | 804 |
|
|
2023
Q3 | $54.9K | Sell |
1,102
-3,770
| -77% | -$189K | 0.01% | 762 |
|
|
2023
Q2 | $244K | Buy |
4,872
+29
| +0.6% | +$1.46K | 0.02% | 445 |
|
|
2023
Q1 | $245K | Sell |
4,843
-952
| -16% | -$47.8K | 0.02% | 430 |
|
|
2022
Q4 | $289K | Buy |
5,795
+2,269
| +64% | +$112K | 0.03% | 403 |
|
|
2022
Q3 | $174K | Sell |
3,526
-2,895
| -45% | -$146K | 0.02% | 526 |
|
|
2022
Q2 | $325K | Sell |
6,421
-631
| -9% | -$32.1K | 0.03% | 399 |
|
|
2022
Q1 | $365K | Buy |
7,052
+372
| +6% | +$19.6K | 0.02% | 430 |
|
|
2021
Q4 | $360K | Sell |
6,680
-1,058
| -14% | -$57.3K | 0.02% | 460 |
|
|
2021
Q3 | $423K | Buy |
7,738
+3,754
| +94% | +$206K | 0.03% | 399 |
|
|
2021
Q2 | $218K | Buy |
3,984
+922
| +30% | +$50.5K | 0.01% | 575 |
|
|
2021
Q1 | $167K | Sell |
3,062
-26,219
| -90% | -$1.44M | 0.01% | 604 |
|
|
2020
Q4 | $1.61M | Sell |
29,281
-5,788
| -17% | -$318K | 0.13% | 154 |
|
|
2020
Q3 | $1.93M | Sell |
35,069
-7,028
| -17% | -$386K | 0.17% | 137 |
|
|
2020
Q2 | $2.3M | Buy |
42,097
+38,967
| +1,245% | +$2.1M | 0.19% | 122 |
|
|
2020
Q1 | $164K | Buy |
3,130
+68
| +2% | +$3.62K | 0.02% | 502 |
|
|
2019
Q4 | $164K | Buy |
3,062
+1,131
| +59% | +$60.7K | 0.01% | 551 |
|
|
2019
Q3 | $104K | Buy |
1,931
+1,567
| +430% | +$83.8K | 0.01% | 666 |
|
|
2019
Q2 | $19K | Buy |
364
+1
| +0.3% | +$53 | ﹤0.01% | 1065 |
|
|
2019
Q1 | $19K | Buy |
363
+1
| +0.3% | +$52 | ﹤0.01% | 1010 |
|
|
2018
Q4 | $19K | Buy |
362
+2
| +0.6% | +$103 | ﹤0.01% | 942 |
|
|
2018
Q3 | $19K | Sell |
360
-56
| -13% | -$2.9K | ﹤0.01% | 972 |
|
|
2018
Q2 | $22K | Sell |
416
-842
| -67% | -$43.6K | ﹤0.01% | 924 |
|
|
2018
Q1 | $65K | Buy |
1,258
+158
| +14% | +$8.22K | 0.01% | 630 |
|
|
2017
Q4 | $57K | Buy |
+1,100
| New | +$57.7K | 0.01% | 617 |
|
Other funds holding IGSB
MMI
EWA
B
