Bigelow Investment Advisors’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 | $3.14M | Buy |
59,550
+3,833
| +7% | +$202K | 1.38% | 13 |
|
|
2025
Q1 | $2.92M | Buy |
55,717
+8,146
| +17% | +$427K | 1.39% | 13 |
|
|
2024
Q4 | $2.46M | Buy |
47,571
+8
| +0% | +$414 | 1.15% | 18 |
|
|
2024
Q3 | $2.5M | Sell |
47,563
-1,143
| -2% | -$60.2K | 1.12% | 18 |
|
|
2024
Q2 | $2.5M | Buy |
48,706
+591
| +1% | +$30.3K | 1.19% | 17 |
|
|
2024
Q1 | $2.47M | Buy |
48,115
+5,914
| +14% | +$303K | 1.21% | 16 |
|
|
2023
Q4 | $2.16M | Sell |
42,201
-11,084
| -21% | -$568K | 1.17% | 17 |
|
|
2023
Q3 | $2.66M | Sell |
53,285
-4,177
| -7% | -$208K | 1.52% | 14 |
|
|
2023
Q2 | $2.88M | Buy |
+57,462
| New | +$2.88M | 1.58% | 12 |
|
|
2023
Q1 | – | Sell |
-66,756
| Closed | -$3.33M | – | 10 |
|
|
2022
Q4 | $3.33M | Sell |
66,756
-36,112
| -35% | -$1.8M | 1.93% | 9 |
|
|
2022
Q3 | $5.07M | Sell |
102,868
-22,602
| -18% | -$1.11M | 3.02% | 6 |
|
|
2022
Q2 | $6.34M | Sell |
125,470
-30,962
| -20% | -$1.57M | 3.49% | 4 |
|
|
2022
Q1 | $8.09M | Sell |
156,432
-39,240
| -20% | -$2.03M | 3.78% | 3 |
|
|
2021
Q4 | $10.5M | Buy |
195,672
+4,147
| +2% | +$223K | 4.79% | 2 |
|
|
2021
Q3 | $10.5M | Buy |
191,525
+14,825
| +8% | +$810K | 5.16% | 2 |
|
|
2021
Q2 | $9.69M | Hold |
176,700
| – | – | 4.7% | 3 |
|
|
2021
Q1 | $9.66M | Buy |
176,700
+7,053
| +4% | +$386K | 4.9% | 3 |
|
|
2020
Q4 | $9.36M | Buy |
169,647
+9,361
| +6% | +$516K | 4.96% | 3 |
|
|
2020
Q3 | $8.8M | Buy |
160,286
+2,952
| +2% | +$162K | 5.21% | 3 |
|
|
2020
Q2 | $8.61M | Sell |
157,334
-3,944
| -2% | -$216K | 5.58% | 2 |
|
|
2020
Q1 | $8.45M | Sell |
161,278
-3,300
| -2% | -$173K | 6.33% | 2 |
|
|
2019
Q4 | $8.83M | Buy |
164,578
+36,741
| +29% | +$1.97M | 5.17% | 2 |
|
|
2019
Q3 | $6.86M | Buy |
127,837
+18,374
| +17% | +$986K | 4.36% | 2 |
|
|
2019
Q2 | $5.85M | Buy |
109,463
+2,001
| +2% | +$107K | 3.92% | 3 |
|
|
2019
Q1 | $5.68M | Buy |
107,462
+17,990
| +20% | +$950K | 3.94% | 3 |
|
|
2018
Q4 | $4.62M | Sell |
89,472
-3,770
| -4% | -$195K | 3.45% | 4 |
|
|
2018
Q3 | $4.83M | Sell |
93,242
-4,356
| -4% | -$226K | 3.25% | 4 |
|
|
2018
Q2 | $5.06M | Sell |
97,598
-11,162
| -10% | -$579K | 3.46% | 4 |
|
|
2018
Q1 | $5.65M | Buy |
108,760
+3,500
| +3% | +$182K | 3.83% | 4 |
|
|
2017
Q4 | $5.5M | Buy |
+105,260
| New | +$5.5M | 5.48% | 4 |
|