Client 1st Advisory Group’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
Q4 | – | Sell |
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|
2025
Q3 | $215K | Sell |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $580K | Hold |
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|
2024
Q4 | $573K | Hold |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $800K | Sell |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.93M | Sell |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $7.42M | Sell |
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|
2020
Q4 | $9.67M | Sell |
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|
2020
Q3 | $9.83M | Buy |
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|
2020
Q2 | $6.08M | Buy |
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