Financial Life 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 | $1.89M | Sell |
35,795
-23,011
| -39% | -$1.21M | 0.65% | 26 |
|
|
2025
Q1 | $3.08M | Sell |
58,806
-74,802
| -56% | -$3.92M | 1.15% | 23 |
|
|
2024
Q4 | $6.91M | Buy |
133,608
+6,018
| +5% | +$311K | 2.59% | 15 |
|
|
2024
Q3 | $6.72M | Buy |
127,590
+4,864
| +4% | +$256K | 2.54% | 15 |
|
|
2024
Q2 | $6.29M | Sell |
122,726
-29,330
| -19% | -$1.5M | 2.55% | 15 |
|
|
2024
Q1 | $7.8M | Sell |
152,056
-8,691
| -5% | -$446K | 3.26% | 11 |
|
|
2023
Q4 | $8.24M | Sell |
160,747
-100,056
| -38% | -$5.13M | 3.55% | 9 |
|
|
2023
Q3 | $13M | Buy |
260,803
+10,385
| +4% | +$517K | 5.59% | 6 |
|
|
2023
Q2 | $12.6M | Buy |
250,418
+31,289
| +14% | +$1.57M | 5.24% | 6 |
|
|
2023
Q1 | $11.1M | Buy |
219,129
+9,227
| +4% | +$466K | 4.76% | 6 |
|
|
2022
Q4 | $10.5M | Buy |
209,902
+169,028
| +414% | +$8.42M | 4.82% | 5 |
|
|
2022
Q3 | $2.01M | Buy |
40,874
+22,248
| +119% | +$1.1M | 1.01% | 20 |
|
|
2022
Q2 | $942K | Buy |
18,626
+625
| +3% | +$31.6K | 0.44% | 23 |
|
|
2022
Q1 | $931K | Buy |
18,001
+886
| +5% | +$45.8K | 0.39% | 24 |
|
|
2021
Q4 | $922K | Buy |
17,115
+224
| +1% | +$12.1K | 0.36% | 23 |
|
|
2021
Q3 | $923K | Buy |
16,891
+454
| +3% | +$24.8K | 0.39% | 23 |
|
|
2021
Q2 | $901K | Sell |
16,437
-1,297
| -7% | -$71.1K | 0.39% | 25 |
|
|
2021
Q1 | $970K | Sell |
17,734
-631
| -3% | -$34.5K | 0.45% | 23 |
|
|
2020
Q4 | $1.01M | Buy |
18,365
+228
| +1% | +$12.6K | 0.52% | 21 |
|
|
2020
Q3 | $995K | Buy |
18,137
+77
| +0.4% | +$4.22K | 0.52% | 19 |
|
|
2020
Q2 | $988K | Buy |
18,060
+1,730
| +11% | +$94.6K | 0.58% | 19 |
|
|
2020
Q1 | $855K | Buy |
16,330
+1,808
| +12% | +$94.7K | 0.59% | 20 |
|
|
2019
Q4 | $779K | Buy |
14,522
+1,684
| +13% | +$90.3K | 0.47% | 24 |
|
|
2019
Q3 | $689K | Buy |
12,838
+2,091
| +19% | +$112K | 0.44% | 26 |
|
|
2019
Q2 | $574K | Buy |
10,747
+1,251
| +13% | +$66.8K | 0.38% | 29 |
|
|
2019
Q1 | $502K | Buy |
9,496
+1,648
| +21% | +$87.1K | 0.35% | 32 |
|
|
2018
Q4 | $405K | Buy |
7,848
+146
| +2% | +$7.53K | 0.31% | 36 |
|
|
2018
Q3 | $399K | Buy |
7,702
+550
| +8% | +$28.5K | 0.29% | 39 |
|
|
2018
Q2 | $371K | Buy |
7,152
+1,496
| +26% | +$77.6K | 0.3% | 39 |
|
|
2018
Q1 | $293K | Buy |
5,656
+170
| +3% | +$8.81K | 0.27% | 43 |
|
|
2017
Q4 | $287K | Buy |
+5,486
| New | +$287K | 0.23% | 44 |
|