Glass Jacobson Investment 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 | $276K | Sell |
5,234
-228
| -4% | -$12K | 0.11% | 158 |
|
|
2025
Q1 | $282K | Hold |
5,462
| – | – | 0.09% | 199 |
|
|
2024
Q4 | $282K | Buy |
5,462
+11
| +0.2% | +$569 | 0.09% | 199 |
|
|
2024
Q3 | $287K | Buy |
5,451
+7
| +0.1% | +$369 | 0.1% | 194 |
|
|
2024
Q2 | $279K | Buy |
5,444
+8
| +0.1% | +$410 | 0.1% | 188 |
|
|
2024
Q1 | $279K | Sell |
5,436
-191
| -3% | -$9.8K | 0.1% | 186 |
|
|
2023
Q4 | $289K | Buy |
5,627
+9
| +0.2% | +$461 | 0.12% | 174 |
|
|
2023
Q3 | $280K | Sell |
5,618
-239
| -4% | -$11.9K | 0.13% | 170 |
|
|
2023
Q2 | $294K | Buy |
+5,857
| New | +$294K | 0.13% | 165 |
|
|
2022
Q4 | $259K | Buy |
+5,207
| New | +$259K | 0.13% | 179 |
|