Alera Investment 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
2024
Q3
$691K Buy
13,127
+925
+8% +$48.7K 0.08% 101
2024
Q2
$625K Buy
+12,202
New +$625K 0.08% 105
2019
Q2
Sell
-2,352
Closed -$124K 508
2019
Q1
$124K Sell
2,352
-18,713
-89% -$987K 0.06% 93
2018
Q4
$1.09M Buy
+21,065
New +$1.09M 0.66% 27