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 |
|