GFWA
Grey Fox Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
13,924
-1,182
| -8% | -$62.4K | 0.18% | 70 |
|
|
2025
Q1 | $791K | Buy |
15,106
+5
| +0% | +$262 | 0.21% | 69 |
|
|
2024
Q4 | $781K | Sell |
15,101
-147
| -1% | -$7.6K | 0.21% | 68 |
|
|
2024
Q3 | $803K | Sell |
15,248
-554
| -4% | -$29.2K | 0.22% | 65 |
|
|
2024
Q2 | $810K | Sell |
15,802
-22
| -0.1% | -$1.13K | 0.28% | 56 |
|
|
2024
Q1 | $811K | Sell |
15,824
-80
| -0.5% | -$4.1K | 0.31% | 54 |
|
|
2023
Q4 | $815K | Sell |
15,904
-2,507
| -14% | -$129K | 0.35% | 49 |
|
|
2023
Q3 | $917K | Buy |
18,411
+5,108
| +38% | +$255K | 0.46% | 46 |
|
|
2023
Q2 | $667K | Buy |
13,303
+2,577
| +24% | +$129K | 0.34% | 51 |
|
|
2023
Q1 | $542K | Sell |
10,726
-1,809
| -14% | -$91.4K | 0.32% | 53 |
|
|
2022
Q4 | $624K | Buy |
+12,535
| New | +$624K | 0.41% | 44 |
|