CAPTRUST Financial Advisors’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
Q2 | $222M | Buy |
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|
2025
Q1 | $208M | Buy |
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|
2024
Q4 | $152M | Buy |
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|
2024
Q3 | $145M | Buy |
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|
2024
Q2 | $111M | Buy |
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|
2024
Q1 | $107M | Buy |
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|
2023
Q4 | $103M | Buy |
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|
2023
Q3 | $95.4M | Buy |
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|
2023
Q2 | $86.8M | Buy |
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|
2023
Q1 | $84.1M | Buy |
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|
2022
Q4 | $41.1M | Buy |
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|
2022
Q3 | $35.2M | Buy |
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|
2022
Q2 | $29M | Buy |
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|
2022
Q1 | $22.6M | Sell |
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|
2021
Q4 | $31.8M | Sell |
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|
2021
Q3 | $34.2M | Buy |
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|
2021
Q2 | $27.9M | Buy |
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|
2021
Q1 | $22.3M | Buy |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $4.14M | Buy |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $872K | Buy |
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|
2019
Q3 | $168K | Sell |
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|
2019
Q2 | $209K | Buy |
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|
2019
Q1 | $114K | Sell |
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|
2018
Q4 | $184K | Hold |
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|
2018
Q3 | $185K | Buy |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $98K | Hold |
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|
2017
Q3 | $98K | Sell |
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|
2017
Q2 | $106K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $104K | Sell |
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|
2016
Q3 | $139K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $186K | Buy |
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|
2015
Q3 | $97K | Buy |
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|
2015
Q2 | $97K | Buy |
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|
2015
Q1 | $97.4K | Buy |
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|
2014
Q4 | $97K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.9M | Buy |
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|
2014
Q1 | $1.9M | Buy |
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|
2013
Q4 | $97K | Buy |
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|
2013
Q3 | $96K | Buy |
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|
2013
Q2 | $96K | Buy |
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