Founders Financial Alliance’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
Q2 | $62.6K | Buy |
1,187
+4
| +0.3% | +$211 | 0.01% | 374 |
|
2025
Q1 | $62K | Sell |
1,183
-354
| -23% | -$18.5K | 0.02% | 424 |
|
2024
Q4 | $79.5K | Buy |
1,537
+4
| +0.3% | +$207 | 0.02% | 343 |
|
2024
Q3 | $80.7K | Buy |
1,533
+3
| +0.2% | +$158 | 0.02% | 351 |
|
2024
Q2 | $78.4K | Buy |
1,530
+3
| +0.2% | +$154 | 0.02% | 340 |
|
2024
Q1 | $78.3K | Buy |
1,527
+1,332
| +683% | +$68.3K | 0.02% | 347 |
|
2023
Q4 | $9.99K | Buy |
195
+2
| +1% | +$102 | ﹤0.01% | 428 |
|
2023
Q3 | $9.59K | Buy |
193
+2
| +1% | +$99 | ﹤0.01% | 420 |
|
2023
Q2 | $9.58K | Sell |
191
-684
| -78% | -$34.3K | ﹤0.01% | 447 |
|
2023
Q1 | $44.2K | Hold |
875
| – | – | 0.02% | 308 |
|
2022
Q4 | $43.6K | Buy |
875
+2
| +0.2% | +$100 | 0.02% | 337 |
|
2022
Q3 | $43K | Sell |
873
-689
| -44% | -$33.9K | 0.02% | 329 |
|
2022
Q2 | $79K | Buy |
1,562
+1
| +0.1% | +$51 | 0.04% | 285 |
|
2022
Q1 | $81K | Sell |
1,561
-20
| -1% | -$1.04K | 0.04% | 279 |
|
2021
Q4 | $85K | Sell |
1,581
-1,581
| -50% | -$85K | 0.03% | 313 |
|
2021
Q3 | $173K | Buy |
3,162
+498
| +19% | +$27.2K | 0.08% | 233 |
|
2021
Q2 | $145K | Buy |
2,664
+425
| +19% | +$23.1K | 0.07% | 263 |
|
2021
Q1 | $122K | Sell |
2,239
-279
| -11% | -$15.2K | 0.06% | 256 |
|
2020
Q4 | $139K | Buy |
2,518
+245
| +11% | +$13.5K | 0.08% | 221 |
|
2020
Q3 | $125K | Buy |
+2,273
| New | +$125K | 0.07% | 221 |
|