CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Hold |
3,209
| – | – | 0.02% | 318 |
|
|
2025
Q1 | $168K | Buy |
3,209
+377
| +13% | +$19.7K | 0.03% | 306 |
|
|
2024
Q4 | $146K | Buy |
2,832
+575
| +25% | +$29.7K | 0.02% | 320 |
|
|
2024
Q3 | $119K | Buy |
2,257
+904
| +67% | +$47.6K | 0.02% | 343 |
|
|
2024
Q2 | $69.3K | Hold |
1,353
| – | – | 0.01% | 427 |
|
|
2024
Q1 | $69.4K | Hold |
1,353
| – | – | 0.01% | 424 |
|
|
2023
Q4 | $69.4K | Buy |
+1,353
| New | +$69.4K | 0.01% | 404 |
|
|
2023
Q3 | – | Sell |
-1,459
| Closed | -$73.2K | – | 572 |
|
|
2023
Q2 | $73.2K | Hold |
1,459
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $73.7K | Buy |
1,459
+1
| +0.1% | +$51 | 0.02% | 362 |
|
|
2022
Q4 | $72.6K | Buy |
1,458
+1
| +0.1% | +$50 | 0.02% | 335 |
|
|
2022
Q3 | $72K | Hold |
1,457
| – | – | 0.02% | 291 |
|
|
2022
Q2 | $74K | Buy |
1,457
+1
| +0.1% | +$51 | 0.02% | 285 |
|
|
2022
Q1 | $75K | Hold |
1,456
| – | – | 0.02% | 313 |
|
|
2021
Q4 | $78K | Buy |
1,456
+3
| +0.2% | +$161 | 0.02% | 283 |
|
|
2021
Q3 | $80K | Sell |
1,453
-2
| -0.1% | -$110 | 0.06% | 134 |
|
|
2021
Q2 | $80K | Buy |
1,455
+1
| +0.1% | +$55 | 0.02% | 279 |
|
|
2021
Q1 | $80K | Hold |
1,454
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $80K | Buy |
1,454
+1
| +0.1% | +$55 | 0.05% | 147 |
|
|
2020
Q3 | $80K | Hold |
1,453
| – | – | 0.06% | 134 |
|
|
2020
Q2 | $79K | Buy |
1,453
+1
| +0.1% | +$54 | 0.07% | 129 |
|
|
2020
Q1 | $76K | Buy |
+1,452
| New | +$76K | 0.08% | 113 |
|