Astoria Strategic Wealth’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 | $20.7M | Buy |
391,604
+7,582
| +2% | +$400K | 5.58% | 6 |
|
|
2025
Q1 | $20.1M | Buy |
384,022
+4,573
| +1% | +$239K | 5.91% | 6 |
|
|
2024
Q4 | $19.6M | Buy |
379,449
+6,818
| +2% | +$352K | 5.84% | 6 |
|
|
2024
Q3 | $19.6M | Sell |
372,631
-3,272
| -0.9% | -$172K | 5.75% | 6 |
|
|
2024
Q2 | $19.3M | Buy |
375,903
+7,639
| +2% | +$391K | 5.96% | 6 |
|
|
2024
Q1 | $18.9M | Buy |
368,264
+10,123
| +3% | +$519K | 5.98% | 6 |
|
|
2023
Q4 | $18.4M | Sell |
358,141
-5,064
| -1% | -$260K | 6.24% | 6 |
|
|
2023
Q3 | $18.1M | Sell |
363,205
-12,944
| -3% | -$645K | 6.81% | 6 |
|
|
2023
Q2 | $18.9M | Sell |
376,149
-1,485
| -0.4% | -$74.5K | 6.97% | 6 |
|
|
2023
Q1 | $19.1M | Buy |
+377,634
| New | +$19.1M | 7.37% | 5 |
|
|
2020
Q2 | – | Sell |
-9,225
| Closed | -$483K | – | 28 |
|
|
2020
Q1 | $483K | Buy |
9,225
+132
| +1% | +$6.91K | 0.37% | 23 |
|
|
2019
Q4 | $488K | Buy |
+9,093
| New | +$488K | 0.35% | 25 |
|