Hudson Valley 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
Q1 | – | Sell |
-21,581
| Closed | -$1.12M | – | 172 |
|
|
2024
Q4 | $1.12M | Sell |
21,581
-2,005
| -9% | -$104K | 0.13% | 94 |
|
|
2024
Q3 | $1.24M | Sell |
23,586
-254,956
| -92% | -$13.4M | 0.14% | 90 |
|
|
2024
Q2 | $14.2M | Buy |
278,542
+89,655
| +47% | +$4.58M | 1.85% | 14 |
|
|
2024
Q1 | $9.69M | Sell |
188,887
-89,655
| -32% | -$4.6M | 1.16% | 27 |
|
|
2023
Q4 | $14.2M | Sell |
278,542
-56,154
| -17% | -$2.87M | 1.95% | 14 |
|
|
2023
Q3 | $16.7M | Sell |
334,696
-40,666
| -11% | -$2.03M | 2.35% | 9 |
|
|
2023
Q2 | $18.8M | Sell |
375,362
-420
| -0.1% | -$21.1K | 2.55% | 8 |
|
|
2023
Q1 | $19M | Sell |
375,782
-27,833
| -7% | -$1.41M | 2.65% | 5 |
|
|
2022
Q4 | $20.1M | Sell |
403,615
-17,760
| -4% | -$885K | 3.04% | 4 |
|
|
2022
Q3 | $20.8M | Sell |
421,375
-705
| -0.2% | -$34.7K | 3.33% | 4 |
|
|
2022
Q2 | $21.3M | Sell |
422,080
-10,017
| -2% | -$506K | 3.32% | 4 |
|
|
2022
Q1 | $22.3M | Buy |
+432,097
| New | +$22.3M | 3% | 6 |
|