AmeriServ 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
$8.89M Buy
168,491
+79,265
+89% +$4.18M 4.39% 6
2025
Q1
$4.67M Sell
89,226
-1,334
-1% -$69.9K 2.7% 6
2024
Q4
$4.68M Buy
+90,560
New +$4.68M 2.53% 8
2023
Q3
$1.03M Buy
20,749
+10,719
+107% +$534K 1.91% 10
2023
Q2
$503K Buy
+10,030
New +$503K 0.95% 20