Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,930
| Closed | -$201K | – | 434 |
|
|
2024
Q2 | $201K | Buy |
+3,930
| New | +$201K | 0.01% | 392 |
|
|
2023
Q1 | – | Sell |
-5,568
| Closed | -$277K | – | 411 |
|
|
2022
Q4 | $277K | Sell |
5,568
-33
| -0.6% | -$1.64K | 0.01% | 336 |
|
|
2022
Q3 | $276K | Sell |
5,601
-1,018
| -15% | -$50.2K | 0.01% | 328 |
|
|
2022
Q2 | $335K | Buy |
+6,619
| New | +$335K | 0.01% | 303 |
|
|
2015
Q2 | – | Sell |
-4,270
| Closed | -$225K | – | 188 |
|
|
2015
Q1 | $225K | Buy |
+4,270
| New | +$225K | 0.03% | 169 |
|