Atria Wealth Solutions’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
$12.5M Sell
237,361
-124,598
-34% -$6.57M 0.28% 77
2025
Q1
$19M Buy
361,959
+202,780
+127% +$10.6M 0.23% 92
2024
Q4
$8.23M Sell
159,179
-1,864
-1% -$96.4K 0.09% 225
2024
Q3
$8.48M Sell
161,043
-981
-0.6% -$51.7K 0.09% 224
2024
Q2
$8.3M Buy
162,024
+17,919
+12% +$918K 0.09% 222
2024
Q1
$7.39M Buy
144,105
+3,118
+2% +$160K 0.08% 253
2023
Q4
$7.23M Buy
140,987
+4,704
+3% +$241K 0.09% 226
2023
Q3
$6.79M Buy
136,283
+2,299
+2% +$115K 0.1% 219
2023
Q2
$6.72M Buy
133,984
+8,009
+6% +$402K 0.09% 219
2023
Q1
$6.37M Sell
125,975
-130,079
-51% -$6.57M 0.09% 213
2022
Q4
$12.8M Buy
256,054
+39,757
+18% +$1.98M 0.2% 110
2022
Q3
$10.7M Buy
216,297
+16,478
+8% +$812K 0.18% 117
2022
Q2
$10.1M Sell
199,819
-10,793
-5% -$546K 0.19% 111
2022
Q1
$10.9M Buy
+210,612
New +$10.9M 0.18% 121