Avidian Wealth Enterprises’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 | $2.21M | Sell |
41,865
-1,270
| -3% | -$67K | 0.09% | 118 |
|
|
2025
Q1 | $2.26M | Sell |
43,135
-1,947
| -4% | -$102K | 0.1% | 111 |
|
|
2024
Q4 | $2.33M | Sell |
45,082
-1,331
| -3% | -$68.8K | 0.1% | 109 |
|
|
2024
Q3 | $2.44M | Sell |
46,413
-4,847
| -9% | -$255K | 0.11% | 99 |
|
|
2024
Q2 | $2.63M | Sell |
51,260
-3,872
| -7% | -$198K | 0.11% | 99 |
|
|
2024
Q1 | $2.83M | Buy |
55,132
+481
| +0.9% | +$24.7K | 0.14% | 82 |
|
|
2023
Q4 | $2.8M | Sell |
54,651
-45,155
| -45% | -$2.32M | 0.17% | 83 |
|
|
2023
Q3 | $4.97M | Buy |
99,806
+852
| +0.9% | +$42.5K | 0.35% | 62 |
|
|
2023
Q2 | $4.96M | Sell |
98,954
-59,116
| -37% | -$2.97M | 0.33% | 68 |
|
|
2023
Q1 | $7.99M | Buy |
+158,070
| New | +$7.99M | 0.44% | 55 |
|
|
2022
Q1 | – | Sell |
-6,950
| Closed | -$374K | – | 522 |
|
|
2021
Q4 | $374K | Sell |
6,950
-15,124
| -69% | -$814K | 0.02% | 348 |
|
|
2021
Q3 | $1.21M | Sell |
22,074
-18,727
| -46% | -$1.02M | 0.09% | 118 |
|
|
2021
Q2 | $2.24M | Buy |
40,801
+986
| +2% | +$54K | 0.17% | 90 |
|
|
2021
Q1 | $2.18M | Buy |
39,815
+7,700
| +24% | +$421K | 0.19% | 82 |
|
|
2020
Q4 | $1.77M | Buy |
32,115
+1,317
| +4% | +$72.7K | 0.17% | 84 |
|
|
2020
Q3 | $1.69M | Buy |
30,798
+2,947
| +11% | +$162K | 0.19% | 77 |
|
|
2020
Q2 | $1.52M | Buy |
+27,851
| New | +$1.52M | 0.21% | 73 |
|