Genesis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
11,009
-8
| -0.1% | -$422 | 0.44% | 28 |
|
|
2025
Q1 | $577K | Sell |
11,017
-612
| -5% | -$32.1K | 0.47% | 28 |
|
|
2024
Q4 | $601K | Buy |
+11,629
| New | +$601K | 0.52% | 30 |
|
|
2015
Q2 | $331K | Sell |
6,276
-4,562
| -42% | -$240K | 0.27% | 36 |
|
|
2015
Q1 | $572K | Hold |
10,838
| – | – | 0.48% | 31 |
|
|
2014
Q4 | $571K | Buy |
+10,838
| New | +$571K | 0.45% | 32 |
|