Exencial Wealth Advisors’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 | $407K | Sell |
7,711
-6,076
| -44% | -$321K | 0.01% | 398 |
|
|
2025
Q1 | $722K | Buy |
13,787
+1,145
| +9% | +$60K | 0.03% | 325 |
|
|
2024
Q4 | $654K | Sell |
12,642
-70
| -0.6% | -$3.62K | 0.02% | 333 |
|
|
2024
Q3 | $669K | Buy |
12,712
+5,631
| +80% | +$297K | 0.02% | 317 |
|
|
2024
Q2 | $363K | Buy |
7,081
+1,217
| +21% | +$62.4K | 0.01% | 398 |
|
|
2024
Q1 | $301K | Sell |
5,864
-1,674
| -22% | -$85.8K | 0.01% | 426 |
|
|
2023
Q4 | $387K | Buy |
+7,538
| New | +$387K | 0.02% | 379 |
|