Guardian Wealth Advisors (Minnesota)’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 | $218K | Sell |
4,139
-320
| -7% | -$16.9K | 0.13% | 68 |
|
|
2025
Q1 | $234K | Sell |
4,459
-379
| -8% | -$19.8K | 0.15% | 67 |
|
|
2024
Q4 | $250K | Sell |
4,838
-250
| -5% | -$12.9K | 0.16% | 62 |
|
|
2024
Q3 | $268K | Sell |
5,088
-178
| -3% | -$9.37K | 0.17% | 67 |
|
|
2024
Q2 | $270K | Sell |
5,266
-398
| -7% | -$20.4K | 0.18% | 63 |
|
|
2024
Q1 | $290K | Sell |
5,664
-281
| -5% | -$14.4K | 0.19% | 63 |
|
|
2023
Q4 | $305K | Sell |
5,945
-441
| -7% | -$22.6K | 0.21% | 57 |
|
|
2023
Q3 | $318K | Sell |
6,386
-593
| -8% | -$29.5K | 0.24% | 50 |
|
|
2023
Q2 | $350K | Sell |
6,979
-793
| -10% | -$39.8K | 0.26% | 51 |
|
|
2023
Q1 | $393K | Sell |
7,772
-1,484
| -16% | -$75K | 0.31% | 46 |
|
|
2022
Q4 | $461K | Sell |
9,256
-3,835
| -29% | -$191K | 0.41% | 42 |
|
|
2022
Q3 | $645K | Sell |
13,091
-572
| -4% | -$28.2K | 0.63% | 25 |
|
|
2022
Q2 | $691K | Sell |
13,663
-4,733
| -26% | -$239K | 0.64% | 23 |
|
|
2022
Q1 | $951K | Sell |
18,396
-891
| -5% | -$46.1K | 0.78% | 21 |
|
|
2021
Q4 | $1.04M | Sell |
19,287
-1,440
| -7% | -$77.6K | 0.83% | 19 |
|
|
2021
Q3 | $1.13M | Sell |
20,727
-876
| -4% | -$47.9K | 1.01% | 17 |
|
|
2021
Q2 | $1.18M | Sell |
21,603
-505
| -2% | -$27.7K | 1.02% | 17 |
|
|
2021
Q1 | $1.21M | Buy |
22,108
+437
| +2% | +$23.9K | 1.12% | 17 |
|
|
2020
Q4 | $1.2M | Buy |
+21,671
| New | +$1.2M | 1.19% | 16 |
|