Financial Counselors Inc’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 | – | Sell |
-10,897
| Closed | -$571K | – | 253 |
|
2025
Q1 | $571K | Sell |
10,897
-5
| -0% | -$262 | 0.01% | 396 |
|
2024
Q4 | $564K | Sell |
10,902
-2,306
| -17% | -$119K | 0.01% | 395 |
|
2024
Q3 | $696K | Buy |
13,208
+3,441
| +35% | +$181K | 0.01% | 386 |
|
2024
Q2 | $500K | Hold |
9,767
| – | – | 0.01% | 406 |
|
2024
Q1 | $501K | Hold |
9,767
| – | – | 0.01% | 412 |
|
2023
Q4 | $501K | Buy |
9,767
+531
| +6% | +$27.2K | 0.01% | 403 |
|
2023
Q3 | $460K | Buy |
+9,236
| New | +$460K | 0.01% | 403 |
|