Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $39.4K | Sell |
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|
2023
Q4 | $89.9K | Buy |
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|
2023
Q3 | $38.3K | Hold |
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|
2023
Q2 | $38.6K | Sell |
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|
2023
Q1 | $77.6K | Sell |
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|
2022
Q4 | $89.9K | Sell |
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|
2022
Q3 | $89.1K | Sell |
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|
2022
Q2 | $91.7K | Sell |
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|
2022
Q1 | $5.48M | Sell |
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|
2021
Q4 | $19.6M | Sell |
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|
2021
Q3 | $27.5M | Buy |
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|
2021
Q2 | $26.1M | Buy |
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|
2021
Q1 | $24.5M | Buy |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $8.06M | Buy |
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