BWA
BlueSky Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
223,837
-18,700
| -8% | -$987K | 1.72% | 17 |
|
|
2025
Q1 | $12.7M | Buy |
242,537
+107
| +0% | +$5.6K | 1.97% | 15 |
|
|
2024
Q4 | $12.5M | Sell |
242,430
-2,323
| -0.9% | -$120K | 1.96% | 15 |
|
|
2024
Q3 | $12.9M | Sell |
244,753
-2,322
| -0.9% | -$122K | 2% | 14 |
|
|
2024
Q2 | $12.7M | Buy |
247,075
+17,352
| +8% | +$889K | 2.13% | 14 |
|
|
2024
Q1 | $11.8M | Sell |
229,723
-1,590
| -0.7% | -$81.5K | 9.22% | 4 |
|
|
2023
Q4 | $11.9M | Buy |
231,313
+8,730
| +4% | +$448K | 2.2% | 14 |
|
|
2023
Q3 | $11.1M | Sell |
222,583
-1,752
| -0.8% | -$87.3K | 2.27% | 14 |
|
|
2023
Q2 | $11.3M | Sell |
224,335
-4,859
| -2% | -$244K | 2.26% | 14 |
|
|
2023
Q1 | $11.6M | Sell |
229,194
-7,103
| -3% | -$359K | 2.4% | 13 |
|
|
2022
Q4 | $11.8M | Sell |
236,297
-6,237
| -3% | -$311K | 2.6% | 12 |
|
|
2022
Q3 | $12M | Sell |
242,534
-20,616
| -8% | -$1.02M | 2.77% | 11 |
|
|
2022
Q2 | $13.3M | Buy |
263,150
+165,761
| +170% | +$8.38M | 2.95% | 10 |
|
|
2022
Q1 | $5.04M | Buy |
97,389
+42,786
| +78% | +$2.21M | 0.98% | 22 |
|
|
2021
Q4 | $2.94M | Buy |
54,603
+29,012
| +113% | +$1.56M | 0.55% | 25 |
|
|
2021
Q3 | $1.4M | Hold |
25,591
| – | – | 0.27% | 28 |
|
|
2021
Q2 | $1.4M | Sell |
25,591
-32
| -0.1% | -$1.75K | 0.28% | 29 |
|
|
2021
Q1 | $1.4M | Sell |
25,623
-2,337
| -8% | -$128K | 0.32% | 27 |
|
|
2020
Q4 | $1.54M | Sell |
27,960
-189
| -0.7% | -$10.4K | 0.37% | 26 |
|
|
2020
Q3 | $1.55M | Sell |
28,149
-481
| -2% | -$26.4K | 0.4% | 26 |
|
|
2020
Q2 | $1.57M | Sell |
28,630
-983
| -3% | -$53.8K | 0.45% | 24 |
|
|
2020
Q1 | $1.55M | Buy |
29,613
+11,235
| +61% | +$588K | 0.57% | 27 |
|
|
2019
Q4 | $987K | Hold |
18,378
| – | – | 0.32% | 35 |
|
|
2019
Q3 | $988K | Sell |
18,378
-22
| -0.1% | -$1.18K | 0.34% | 35 |
|
|
2019
Q2 | $983K | Sell |
18,400
-64
| -0.3% | -$3.42K | 0.35% | 35 |
|
|
2019
Q1 | $972K | Sell |
18,464
-22
| -0.1% | -$1.16K | 0.35% | 35 |
|
|
2018
Q4 | $961K | Sell |
18,486
-964
| -5% | -$50.1K | 0.38% | 36 |
|
|
2018
Q3 | $1M | Buy |
19,450
+9,354
| +93% | +$482K | 0.38% | 33 |
|
|
2018
Q2 | $1.05M | Buy |
10,096
+1,767
| +21% | +$183K | 0.4% | 32 |
|
|
2018
Q1 | $865K | Buy |
8,329
+280
| +3% | +$29.1K | 0.33% | 33 |
|
|
2017
Q4 | $841K | Sell |
8,049
-5
| -0.1% | -$522 | 0.35% | 33 |
|
|
2017
Q3 | $848K | Buy |
8,054
+14
| +0.2% | +$1.47K | 0.37% | 32 |
|
|
2017
Q2 | $847K | Buy |
8,040
+10
| +0.1% | +$1.05K | 0.39% | 32 |
|
|
2017
Q1 | $845K | Sell |
8,030
-2,810
| -26% | -$296K | 0.4% | 32 |
|
|
2016
Q4 | $1.14M | Buy |
+10,840
| New | +$1.14M | 0.56% | 28 |
|