Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Sell |
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2025
Q2 | $462K | Buy |
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2025
Q1 | $318K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $4.89M | Sell |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $4.22M | Sell |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $6.75M | Buy |
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|
2022
Q3 | $6.67M | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $733K | Buy |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $614K | Buy |
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