First Affirmative Financial Network’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
Q1 | $215K | Sell |
4,114
-909
| -18% | -$47.6K | 0.13% | 222 |
|
|
2024
Q4 | $260K | Buy |
5,023
+85
| +2% | +$4.39K | 0.15% | 187 |
|
|
2024
Q3 | $260K | Buy |
4,938
+35
| +0.7% | +$1.84K | 0.14% | 200 |
|
|
2024
Q2 | $251K | Sell |
4,903
-565
| -10% | -$28.9K | 0.17% | 183 |
|
|
2024
Q1 | $280K | Sell |
5,468
-354
| -6% | -$18.2K | 0.21% | 165 |
|
|
2023
Q4 | $298K | Buy |
5,822
+426
| +8% | +$21.8K | 0.24% | 140 |
|
|
2023
Q3 | $269K | Buy |
5,396
+87
| +2% | +$4.34K | 0.26% | 124 |
|
|
2023
Q2 | $266K | Sell |
5,309
-175
| -3% | -$8.78K | 0.27% | 125 |
|
|
2023
Q1 | $277K | Sell |
5,484
-277
| -5% | -$14K | 0.32% | 94 |
|
|
2022
Q4 | $287K | Sell |
5,761
-1,153
| -17% | -$57.4K | 0.35% | 91 |
|
|
2022
Q3 | $341K | Sell |
6,914
-316
| -4% | -$15.6K | 0.43% | 65 |
|
|
2022
Q2 | $365K | Sell |
7,230
-74
| -1% | -$3.74K | 0.41% | 64 |
|
|
2022
Q1 | $378K | Buy |
7,304
+705
| +11% | +$36.5K | 0.36% | 78 |
|
|
2021
Q4 | $356K | Buy |
6,599
+576
| +10% | +$31.1K | 0.33% | 91 |
|
|
2021
Q3 | $329K | Buy |
+6,023
| New | +$329K | 0.34% | 78 |
|