Gallagher Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,858
| Closed | -$202K | – | 336 |
|
|
2025
Q1 | $202K | Sell |
3,858
-464
| -11% | -$24.3K | 0.01% | 288 |
|
|
2024
Q4 | $223K | Sell |
4,322
-94,069
| -96% | -$4.86M | 0.04% | 266 |
|
|
2024
Q3 | $5.18M | Sell |
98,391
-380,312
| -79% | -$20M | 1.05% | 22 |
|
|
2024
Q2 | $24.5M | Buy |
478,703
+62,455
| +15% | +$3.2M | 5.5% | 5 |
|
|
2024
Q1 | $21.3M | Buy |
416,248
+5,478
| +1% | +$281K | 0.76% | 12 |
|
|
2023
Q4 | $21.1M | Buy |
410,770
+11,906
| +3% | +$610K | 0.72% | 12 |
|
|
2023
Q3 | $19.9M | Buy |
398,864
+25,702
| +7% | +$1.28M | 1.75% | 11 |
|
|
2023
Q2 | $18.7M | Buy |
373,162
+7,872
| +2% | +$395K | 1.42% | 13 |
|
|
2023
Q1 | $18.5M | Buy |
+365,290
| New | +$18.5M | 1.52% | 13 |
|