Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.1M | Sell |
39,896
-12,241
| -23% | -$647K | 0.02% | 356 |
|
|
2025
Q4 | $2.76M | Sell |
52,137
-961
| -2% | -$50.9K | 0.03% | 279 |
|
|
2025
Q3 | $2.82M | Buy |
53,098
+17,091
| +47% | +$902K | 0.04% | 269 |
|
|
2025
Q2 | $1.9M | Sell |
36,007
-1,021
| -3% | -$53.3K | 0.03% | 325 |
|
|
2025
Q1 | $1.94M | Buy |
37,028
+10,217
| +38% | +$531K | 0.03% | 304 |
|
|
2024
Q4 | $1.39M | Sell |
26,811
-723
| -3% | -$37.6K | 0.02% | 354 |
|
|
2024
Q3 | $1.45M | Buy |
27,534
+850
| +3% | +$44.2K | 0.02% | 351 |
|
|
2024
Q2 | $1.37M | Buy |
+26,684
| New | +$1.36M | 0.02% | 335 |
|
|
2023
Q2 | – | Sell |
-58
| Closed | -$2.93K | – | 1409 |
|
|
2023
Q1 | $2.93K | Hold |
58
| – | – | ﹤0.01% | 1083 |
|
|
2022
Q4 | $2.89K | Sell |
58
-977
| -94% | -$48.4K | ﹤0.01% | 1048 |
|
|
2022
Q3 | $51K | Hold |
1,035
| – | – | ﹤0.01% | 601 |
|
|
2022
Q2 | $52K | Hold |
1,035
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $54K | Hold |
1,035
| – | – | ﹤0.01% | 662 |
|
|
2021
Q4 | $56K | Hold |
1,035
| – | – | ﹤0.01% | 640 |
|
|
2021
Q3 | $57K | Hold |
1,035
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $57K | Buy |
1,035
+749
| +262% | +$41K | ﹤0.01% | 531 |
|
|
2021
Q1 | $16K | Sell |
286
-3,000
| -91% | -$165K | ﹤0.01% | 713 |
|
|
2020
Q4 | $181K | Buy |
3,286
+286
| +10% | +$15.7K | 0.02% | 336 |
|
|
2020
Q3 | $165K | Buy |
+3,000
| New | +$165K | 0.02% | 301 |
|
|
2017
Q4 | – | Sell |
-3,800
| Closed | -$200K | – | 241 |
|
|
2017
Q3 | $200K | Buy |
+3,800
| New | +$200K | 0.03% | 243 |
|
Other funds holding IGSB
MMI
EWA
B
