Guardian Wealth Advisors (North Carolina)’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 | $11.5K | Hold |
217
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $11.4K | Sell |
217
-19,299
| -99% | -$1.01M | ﹤0.01% | 457 |
|
|
2024
Q4 | $1.01M | Buy |
+19,516
| New | +$1.01M | 0.08% | 131 |
|
|
2024
Q1 | – | Sell |
-1,032
| Closed | -$52.9K | – | 466 |
|
|
2023
Q4 | $52.9K | Buy |
+1,032
| New | +$52.9K | 0.01% | 300 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$1.81K | – | 434 |
|
|
2023
Q2 | $1.81K | Hold |
36
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $1.82K | Sell |
36
-1,280
| -97% | -$64.7K | ﹤0.01% | 384 |
|
|
2022
Q4 | $65.6K | Buy |
+1,316
| New | +$65.6K | 0.01% | 243 |
|