FIA
Foundations Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
4,431
+297
| +7% | +$15.7K | ﹤0.01% | 827 |
|
|
2025
Q1 | $216K | Sell |
4,134
-984
| -19% | -$51.5K | ﹤0.01% | 803 |
|
|
2024
Q4 | $265K | Buy |
5,118
+349
| +7% | +$18K | 0.01% | 692 |
|
|
2024
Q3 | $251K | Buy |
4,769
+266
| +6% | +$14K | 0.01% | 686 |
|
|
2024
Q2 | $231K | Buy |
+4,503
| New | +$231K | 0.01% | 684 |
|
|
2024
Q1 | – | Sell |
-4,494
| Closed | -$231K | – | 727 |
|
|
2023
Q4 | $231K | Sell |
4,494
-2,560
| -36% | -$132K | 0.01% | 612 |
|
|
2023
Q3 | $351K | Sell |
7,054
-179
| -2% | -$8.92K | 0.01% | 476 |
|
|
2023
Q2 | $363K | Sell |
7,233
-16,518
| -70% | -$829K | 0.01% | 429 |
|
|
2023
Q1 | $1.2M | Buy |
+23,751
| New | +$1.2M | 0.04% | 213 |
|
|
2022
Q1 | – | Sell |
-22,188
| Closed | -$1.19M | – | 357 |
|
|
2021
Q4 | $1.19M | Sell |
22,188
-28,696
| -56% | -$1.54M | 0.04% | 110 |
|
|
2021
Q3 | $2.78M | Sell |
50,884
-81,420
| -62% | -$4.44M | 0.12% | 63 |
|
|
2021
Q2 | $7.25M | Buy |
132,304
+34,145
| +35% | +$1.87M | 0.35% | 35 |
|
|
2021
Q1 | $5.37M | Buy |
98,159
+50,601
| +106% | +$2.77M | 0.31% | 34 |
|
|
2020
Q4 | $2.62M | Buy |
47,558
+14,149
| +42% | +$779K | 0.17% | 42 |
|
|
2020
Q3 | $1.83M | Buy |
33,409
+16,814
| +101% | +$923K | 0.4% | 40 |
|
|
2020
Q2 | $909K | Buy |
+16,595
| New | +$909K | 0.08% | 83 |
|