Cahill 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 | – | Sell |
-9,211
| Closed | -$482K | – | 277 |
|
|
2025
Q1 | $482K | Sell |
9,211
-1,197
| -12% | -$62.7K | 0.07% | 168 |
|
|
2024
Q4 | $538K | Sell |
10,408
-1,002
| -9% | -$51.8K | 0.07% | 153 |
|
|
2024
Q3 | $601K | Buy |
+11,410
| New | +$601K | 0.08% | 147 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$3K | – | 482 |
|
|
2021
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 750 |
|