EverSource 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
$366K Sell
2025
Q1
$443K Sell
2024
Q4
$438K Sell
2024
Q3
$491K Sell
2024
Q2
$554K Buy
2024
Q1
$426K Buy
2023
Q4
$342K Buy
2023
Q3
$747 Hold
2023
Q2
$753 Buy
2023
Q1
Sell
2022
Q4
$1.34K Buy
2022
Q1
Sell
2021
Q4
$19K Buy