Core Wealth 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
2024
Q3
Sell
2024
Q2
$8.9M Buy
2024
Q1
$8.63M Buy
2023
Q4
$8.37M Sell
2023
Q3
$8.41M Sell
2023
Q2
$15.3M Buy
2023
Q1
$11.1M Buy
2022
Q4
$5.81M Sell
2022
Q3
$6.34M Sell
2022
Q2
$7.05M Buy
2022
Q1
$6.18M Buy
2021
Q4
$6.24M Buy
2021
Q3
$6.24M Buy
2021
Q2
$5.95M Buy
2021
Q1
$4.01M Buy
2020
Q4
$3.53M Sell
2020
Q3
$4.72M Buy
2020
Q2
$3.53M Sell
2020
Q1
$5.81M Buy
2019
Q4
$5.5M Buy