EverSource Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
6,933
-1,534
| -18% | -$80.9K | 0.02% | 575 |
|
|
2025
Q1 | $443K | Sell |
8,467
-1
| -0% | -$52 | 0.02% | 406 |
|
|
2024
Q4 | $438K | Sell |
8,468
-860
| -9% | -$44.5K | 0.02% | 402 |
|
|
2024
Q3 | $491K | Sell |
9,328
-1,351
| -13% | -$71.1K | 0.03% | 328 |
|
|
2024
Q2 | $554K | Buy |
10,679
+2,285
| +27% | +$119K | 0.04% | 292 |
|
|
2024
Q1 | $426K | Buy |
8,394
+1,725
| +26% | +$87.6K | 0.03% | 301 |
|
|
2023
Q4 | $342K | Buy |
6,669
+6,654
| +44,360% | +$341K | 0.03% | 313 |
|
|
2023
Q3 | $747 | Hold |
15
| – | – | ﹤0.01% | 2315 |
|
|
2023
Q2 | $753 | Buy |
+15
| New | +$753 | ﹤0.01% | 2283 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$1.35K | – | 2458 |
|
|
2022
Q4 | $1.35K | Buy |
+27
| New | +$1.35K | ﹤0.01% | 2023 |
|
|
2022
Q1 | – | Sell |
-347
| Closed | -$19K | – | 1775 |
|
|
2021
Q4 | $19K | Buy |
+347
| New | +$19K | 0.01% | 709 |
|