EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409M | Buy |
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|
2025
Q1 | $299M | Buy |
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|
2024
Q4 | $267M | Buy |
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|
2024
Q3 | $211M | Buy |
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|
2024
Q2 | $176M | Buy |
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|
2024
Q1 | $156M | Buy |
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|
2023
Q4 | $144M | Buy |
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|
2023
Q3 | $132M | Buy |
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|
2023
Q2 | $144M | Buy |
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|
2023
Q1 | $633K | Sell |
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|
2022
Q4 | $90.6M | Buy |
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|
2022
Q3 | $75.2M | Buy |
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|
2022
Q2 | $66.6M | Buy |
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|
2022
Q1 | $45.4M | Buy |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $13.1M | Sell |
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|
2020
Q4 | $304M | Buy |
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|
2020
Q3 | $278M | Buy |
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|
2020
Q2 | $251M | Buy |
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|
2020
Q1 | $226M | Buy |
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|
2019
Q4 | $211M | Buy |
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|
2019
Q3 | $179M | Buy |
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|
2019
Q2 | $96M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $369K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $388K | Buy |
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