Brown Financial 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
$1.58M Sell
30,007
-312
-1% -$16.5K 0.62% 59
2025
Q1
$1.59M Buy
30,319
+1,595
+6% +$83.5K 0.65% 59
2024
Q4
$1.49M Buy
28,724
+3,794
+15% +$196K 0.6% 52
2024
Q3
$1.31M Buy
+24,930
New +$1.31M 0.54% 59