CIA
Compass Ion 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 | $1.56M | Sell |
29,584
-1,049
| -3% | -$55.3K | 0.17% | 69 |
|
|
2025
Q1 | $1.6M | Sell |
30,633
-2,785
| -8% | -$146K | 0.19% | 69 |
|
|
2024
Q4 | $1.73M | Sell |
33,418
-679
| -2% | -$35.1K | 0.21% | 64 |
|
|
2024
Q3 | $1.8M | Buy |
34,097
+2,358
| +7% | +$124K | 0.22% | 64 |
|
|
2024
Q2 | $1.63M | Hold |
31,739
| – | – | 0.23% | 58 |
|
|
2024
Q1 | $1.63M | Sell |
31,739
-6,279
| -17% | -$322K | 0.23% | 59 |
|
|
2023
Q4 | $1.95M | Sell |
38,018
-2,522
| -6% | -$129K | 0.3% | 48 |
|
|
2023
Q3 | $2.02M | Buy |
+40,540
| New | +$2.02M | 0.35% | 45 |
|