Ausdal Financial Partners’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
Q1 | – | Sell |
-5,210
| Closed | -$269K | – | 658 |
|
2024
Q4 | $269K | Sell |
5,210
-2,387
| -31% | -$123K | 0.02% | 476 |
|
2024
Q3 | $400K | Sell |
7,597
-259
| -3% | -$13.6K | 0.04% | 350 |
|
2024
Q2 | $403K | Buy |
7,856
+63
| +0.8% | +$3.23K | 0.04% | 326 |
|
2024
Q1 | $400K | Buy |
7,793
+3,389
| +77% | +$174K | 0.05% | 310 |
|
2023
Q4 | $226K | Sell |
4,404
-314
| -7% | -$16.1K | 0.03% | 399 |
|
2023
Q3 | $235K | Buy |
4,718
+20
| +0.4% | +$997 | 0.03% | 373 |
|
2023
Q2 | $236K | Sell |
4,698
-3,622
| -44% | -$182K | 0.03% | 366 |
|
2023
Q1 | $420K | Buy |
+8,320
| New | +$420K | 0.06% | 270 |
|
2021
Q2 | – | Sell |
-7,560
| Closed | -$413K | – | 473 |
|
2021
Q1 | $413K | Sell |
7,560
-6,275
| -45% | -$343K | 0.07% | 273 |
|
2020
Q4 | $763K | Buy |
13,835
+6,021
| +77% | +$332K | 0.15% | 165 |
|
2020
Q3 | $429K | Buy |
+7,814
| New | +$429K | 0.1% | 210 |
|
2016
Q1 | – | Sell |
-1,018
| Closed | -$53K | – | 599 |
|
2015
Q4 | $53K | Buy |
+1,018
| New | +$53K | 0.03% | 441 |
|