Foundations Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $2.78M | Sell |
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|
2021
Q2 | $7.25M | Buy |
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|
2021
Q1 | $5.37M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $909K | Buy |
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