IFG Advisory’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 | $887K | Sell |
16,819
-170
| -1% | -$8.97K | 0.04% | 374 |
|
2025
Q1 | $890K | Buy |
16,989
+118
| +0.7% | +$6.18K | 0.05% | 343 |
|
2024
Q4 | $872K | Buy |
16,871
+121
| +0.7% | +$6.26K | 0.05% | 324 |
|
2024
Q3 | $882K | Sell |
16,750
-934
| -5% | -$49.2K | 0.06% | 284 |
|
2024
Q2 | $906K | Sell |
17,684
-1,627
| -8% | -$83.4K | 0.06% | 296 |
|
2024
Q1 | $990K | Buy |
19,311
+2,208
| +13% | +$113K | 0.07% | 250 |
|
2023
Q4 | $877K | Buy |
17,103
+1,588
| +10% | +$81.4K | 0.06% | 267 |
|
2023
Q3 | $773K | Buy |
15,515
+4,226
| +37% | +$211K | 0.07% | 261 |
|
2023
Q2 | $566K | Buy |
11,289
+894
| +9% | +$44.9K | 0.05% | 267 |
|
2023
Q1 | $525K | Sell |
10,395
-1,071
| -9% | -$54.1K | 0.05% | 312 |
|
2022
Q4 | $571K | Buy |
11,466
+4,619
| +67% | +$230K | 0.06% | 291 |
|
2022
Q3 | $337K | Buy |
+6,847
| New | +$337K | 0.03% | 386 |
|
2021
Q4 | – | Sell |
-14,545
| Closed | -$794K | – | 505 |
|
2021
Q3 | $794K | Buy |
14,545
+173
| +1% | +$9.44K | 0.09% | 217 |
|
2021
Q2 | $787K | Buy |
14,372
+8,995
| +167% | +$493K | 0.09% | 223 |
|
2021
Q1 | $294K | Buy |
+5,377
| New | +$294K | 0.04% | 398 |
|
2019
Q3 | – | Sell |
-7,322
| Closed | -$722K | – | 417 |
|
2019
Q2 | $722K | Buy |
7,322
+1,063
| +17% | +$105K | 0.13% | 159 |
|
2019
Q1 | $615K | Buy |
6,259
+1,066
| +21% | +$105K | 0.12% | 167 |
|
2018
Q4 | $500K | Sell |
5,193
-1,766
| -25% | -$170K | 0.12% | 175 |
|
2018
Q3 | $599K | Buy |
+6,959
| New | +$599K | 0.11% | 177 |
|
2018
Q2 | – | Sell |
-33,330
| Closed | -$1.73M | – | 348 |
|
2018
Q1 | $1.73M | Sell |
33,330
-1,082
| -3% | -$56.1K | 0.38% | 58 |
|
2017
Q4 | $1.8M | Buy |
+34,412
| New | +$1.8M | 0.4% | 51 |
|