Aveo Capital 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 |
-9,022
| Closed | -$466K | – | 249 |
|
|
2024
Q4 | $466K | Buy |
9,022
+119
| +1% | +$6.15K | 0.05% | 217 |
|
|
2024
Q3 | $469K | Buy |
+8,903
| New | +$469K | 0.05% | 208 |
|
|
2023
Q2 | – | Sell |
-4,324
| Closed | -$219K | – | 346 |
|
|
2023
Q1 | $219K | Sell |
4,324
-51,873
| -92% | -$2.62M | 0.03% | 309 |
|
|
2022
Q4 | $2.8M | Buy |
56,197
+51,962
| +1,227% | +$2.59M | 0.42% | 56 |
|
|
2022
Q3 | $209K | Sell |
4,235
-102
| -2% | -$5.03K | 0.04% | 255 |
|
|
2022
Q2 | $219K | Buy |
+4,337
| New | +$219K | 0.04% | 247 |
|
|
2021
Q3 | – | Sell |
-4,111
| Closed | -$225K | – | 266 |
|
|
2021
Q2 | $225K | Buy |
4,111
+395
| +11% | +$21.6K | 0.05% | 243 |
|
|
2021
Q1 | $203K | Buy |
+3,716
| New | +$203K | 0.05% | 224 |
|
|
2019
Q1 | – | Sell |
-5,138
| Closed | -$265K | – | 171 |
|
|
2018
Q4 | $265K | Buy |
+5,138
| New | +$265K | 0.13% | 105 |
|