EFS
Essex Financial Services’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 | $536K | Hold |
10,152
| – | – | 0.04% | 394 |
|
|
2025
Q1 | $532K | Hold |
10,152
| – | – | 0.04% | 372 |
|
|
2024
Q4 | $525K | Sell |
10,152
-730
| -7% | -$37.7K | 0.04% | 369 |
|
|
2024
Q3 | $567K | Buy |
10,882
+5
| +0% | +$261 | 0.04% | 353 |
|
|
2024
Q2 | $564K | Buy |
+10,877
| New | +$564K | 0.04% | 351 |
|