Clear Point 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
2024
Q4
Sell
-556
Closed -$29.3K 312
2024
Q3
$29.3K Buy
556
+6
+1% +$316 0.02% 251
2024
Q2
$28.2K Buy
550
+6
+1% +$307 0.02% 240
2024
Q1
$27.9K Buy
544
+3
+0.6% +$154 0.02% 249
2023
Q4
$27.7K Buy
+541
New +$27.7K 0.02% 233