CWA
Cascade 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 | $527K | Hold |
10,000
| – | – | 0.3% | 36 |
|
|
2025
Q1 | $520K | Hold |
10,000
| – | – | 0.36% | 30 |
|
|
2024
Q4 | $517K | Hold |
10,000
| – | – | 0.35% | 31 |
|
|
2024
Q3 | $527K | Hold |
10,000
| – | – | 0.38% | 34 |
|
|
2024
Q2 | $516K | Hold |
10,000
| – | – | 0.38% | 34 |
|
|
2024
Q1 | $508K | Buy |
+10,000
| New | +$508K | 0.43% | 38 |
|