Avantax Advisory Services’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 | $4.67M | Sell |
88,567
-5,559
| -6% | -$293K | 0.03% | 464 |
|
|
2025
Q1 | $4.93M | Buy |
94,126
+19,578
| +26% | +$1.03M | 0.03% | 416 |
|
|
2024
Q4 | $3.85M | Buy |
74,548
+1,124
| +2% | +$58.1K | 0.02% | 482 |
|
|
2024
Q3 | $3.87M | Buy |
73,424
+2,157
| +3% | +$114K | 0.03% | 469 |
|
|
2024
Q2 | $3.65M | Sell |
71,267
-10,901
| -13% | -$559K | 0.03% | 467 |
|
|
2024
Q1 | $4.21M | Buy |
82,168
+32,719
| +66% | +$1.68M | 0.04% | 348 |
|
|
2023
Q4 | $2.54M | Sell |
49,449
-3,233
| -6% | -$166K | 0.03% | 444 |
|
|
2023
Q3 | $2.63M | Sell |
52,682
-1,924
| -4% | -$95.9K | 0.03% | 388 |
|
|
2023
Q2 | $2.74M | Sell |
54,606
-44,148
| -45% | -$2.21M | 0.03% | 374 |
|
|
2023
Q1 | $4.99M | Buy |
98,754
+9,648
| +11% | +$488K | 0.06% | 246 |
|
|
2022
Q4 | $4.44M | Buy |
89,106
+27,033
| +44% | +$1.35M | 0.06% | 246 |
|
|
2022
Q3 | $3.06M | Buy |
62,073
+12,161
| +24% | +$599K | 0.05% | 286 |
|
|
2022
Q2 | $2.52M | Sell |
49,912
-838
| -2% | -$42.4K | 0.04% | 333 |
|
|
2022
Q1 | $2.63M | Buy |
50,750
+24,284
| +92% | +$1.26M | 0.04% | 317 |
|
|
2021
Q4 | $1.43M | Sell |
26,466
-17,083
| -39% | -$920K | 0.02% | 431 |
|
|
2021
Q3 | $2.38M | Sell |
43,549
-5,177
| -11% | -$283K | 0.04% | 306 |
|
|
2021
Q2 | $2.68M | Buy |
48,726
+13,516
| +38% | +$742K | 0.05% | 274 |
|
|
2021
Q1 | $1.93M | Buy |
35,210
+12,012
| +52% | +$657K | 0.04% | 291 |
|
|
2020
Q4 | $1.28M | Sell |
23,198
-38,953
| -63% | -$2.15M | 0.03% | 352 |
|
|
2020
Q3 | $3.41M | Buy |
62,151
+48,512
| +356% | +$2.66M | 0.05% | 260 |
|
|
2020
Q2 | $747K | Sell |
13,639
-1,137
| -8% | -$62.3K | 0.02% | 394 |
|
|
2020
Q1 | $773K | Sell |
14,776
-14,655
| -50% | -$767K | 0.02% | 347 |
|
|
2019
Q4 | $1.58M | Buy |
+29,431
| New | +$1.58M | 0.04% | 251 |
|