Financial Advocates Investment Management’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 | $3.05M | Sell |
57,890
-284,920
| -83% | -$15M | 0.25% | 89 |
|
|
2025
Q1 | $18M | Buy |
342,810
+50,105
| +17% | +$2.62M | 1.26% | 11 |
|
|
2024
Q4 | $15.1M | Buy |
292,705
+198,030
| +209% | +$10.2M | 0.86% | 19 |
|
|
2024
Q3 | $4.99M | Buy |
94,675
+3,912
| +4% | +$206K | 0.28% | 83 |
|
|
2024
Q2 | $4.65M | Buy |
+90,763
| New | +$4.65M | 0.29% | 78 |
|
|
2022
Q2 | – | Sell |
-6,764
| Closed | -$350K | – | 733 |
|
|
2022
Q1 | $350K | Buy |
6,764
+87
| +1% | +$4.5K | 0.02% | 530 |
|
|
2021
Q4 | $335K | Sell |
6,677
-21,269
| -76% | -$1.07M | 0.02% | 598 |
|
|
2021
Q3 | $1.53M | Buy |
27,946
+18,775
| +205% | +$1.03M | 0.1% | 234 |
|
|
2021
Q2 | $637K | Sell |
9,171
-30,454
| -77% | -$2.12M | 0.04% | 413 |
|
|
2021
Q1 | $2.17M | Buy |
39,625
+27,449
| +225% | +$1.5M | 0.15% | 156 |
|
|
2020
Q4 | $828K | Sell |
12,176
-18,560
| -60% | -$1.26M | 0.06% | 335 |
|
|
2020
Q3 | $1.69M | Buy |
30,736
+18,990
| +162% | +$1.04M | 0.14% | 150 |
|
|
2020
Q2 | $636K | Buy |
11,746
+3,280
| +39% | +$178K | 0.06% | 311 |
|
|
2020
Q1 | $443K | Sell |
8,466
-836
| -9% | -$43.7K | 0.06% | 290 |
|
|
2019
Q4 | $499K | Buy |
9,302
+4,657
| +100% | +$250K | 0.05% | 309 |
|
|
2019
Q3 | $250K | Sell |
4,645
-721
| -13% | -$38.8K | 0.03% | 410 |
|
|
2019
Q2 | $287K | Buy |
5,366
+679
| +14% | +$36.3K | 0.03% | 374 |
|
|
2019
Q1 | $248K | Sell |
4,687
-12,813
| -73% | -$678K | 0.03% | 395 |
|
|
2018
Q4 | $903K | Sell |
17,500
-18,632
| -52% | -$961K | 0.12% | 179 |
|
|
2018
Q3 | $1.87M | Sell |
36,132
-3,722
| -9% | -$193K | 0.21% | 115 |
|
|
2018
Q2 | $2.06M | Buy |
39,854
+31,860
| +399% | +$1.65M | 0.25% | 99 |
|
|
2018
Q1 | $415K | Sell |
7,994
-11,330
| -59% | -$588K | 0.05% | 286 |
|
|
2017
Q4 | $1.01M | Buy |
+19,324
| New | +$1.01M | 0.14% | 157 |
|