B. Riley Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $978K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.46M | Sell |
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|
2022
Q1 | $13M | Sell |
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|
2021
Q4 | $16.8M | Sell |
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|
2021
Q3 | $19.9M | Sell |
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|
2021
Q2 | $23.2M | Sell |
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|
2021
Q1 | $31.1M | Sell |
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|
2020
Q4 | $33.5M | Buy |
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|
2020
Q3 | $31.2M | Buy |
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|
2020
Q2 | $30.1M | Buy |
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|
2020
Q1 | $25.6M | Buy |
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|
2019
Q4 | $7.18M | Buy |
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|
2019
Q3 | $6.45M | Buy |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $379K | Buy |
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|
2018
Q4 | $332K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Sell |
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|
2017
Q1 | $225K | Buy |
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|
2016
Q4 | $221K | Sell |
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|
2016
Q3 | $231K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $74 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $295K | Buy |
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|
2014
Q1 | $294K | Sell |
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|
2013
Q4 | $298K | Hold |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $618K | Buy |
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