IFP 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
Q2 | $17.3M | Buy |
328,649
+25,605
| +8% | +$1.35M | 0.49% | 36 |
|
|
2025
Q1 | $15.9M | Buy |
303,044
+32,155
| +12% | +$1.68M | 0.49% | 34 |
|
|
2024
Q4 | $14M | Buy |
270,889
+33,388
| +14% | +$1.73M | 0.46% | 32 |
|
|
2024
Q3 | $12.5M | Buy |
237,501
+25,210
| +12% | +$1.33M | 0.45% | 40 |
|
|
2024
Q2 | $10.9M | Buy |
212,291
+9,804
| +5% | +$502K | 0.43% | 44 |
|
|
2024
Q1 | $10.4M | Buy |
202,487
+19,771
| +11% | +$1.01M | 0.46% | 47 |
|
|
2023
Q4 | $9.37M | Buy |
182,716
+17,371
| +11% | +$891K | 0.44% | 48 |
|
|
2023
Q3 | $8.24M | Buy |
165,345
+1,543
| +0.9% | +$76.9K | 0.37% | 58 |
|
|
2023
Q2 | $8.22M | Buy |
163,802
+23,658
| +17% | +$1.19M | 0.34% | 58 |
|
|
2023
Q1 | $14.5M | Sell |
140,144
-7,404
| -5% | -$768K | 0.63% | 25 |
|
|
2022
Q4 | $15.3M | Buy |
147,548
+27,633
| +23% | +$2.87M | 0.41% | 44 |
|
|
2022
Q3 | $12.4M | Buy |
119,915
+17,996
| +18% | +$1.87M | 0.32% | 52 |
|
|
2022
Q2 | $10.6M | Hold |
101,919
| – | – | 0.34% | 62 |
|
|
2022
Q1 | $10.6M | Buy |
101,919
+17,846
| +21% | +$1.85M | 0.34% | 62 |
|
|
2021
Q4 | $4.53M | Buy |
84,073
+7,122
| +9% | +$384K | 0.09% | 134 |
|
|
2021
Q3 | $4.21M | Sell |
76,951
-8,448
| -10% | -$462K | 0.08% | 133 |
|
|
2021
Q2 | $4.69M | Sell |
85,399
-9,332
| -10% | -$512K | 0.1% | 117 |
|
|
2021
Q1 | $5.18M | Sell |
94,731
-53,049
| -36% | -$2.9M | 0.1% | 98 |
|
|
2020
Q4 | $8.15M | Buy |
147,780
+20,371
| +16% | +$1.12M | 0.33% | 48 |
|
|
2020
Q3 | $7M | Buy |
127,409
+2,910
| +2% | +$160K | 0.42% | 45 |
|
|
2020
Q2 | $6.81M | Buy |
124,499
+15,697
| +14% | +$859K | 0.54% | 34 |
|
|
2020
Q1 | $5.63M | Buy |
108,802
+37
| +0% | +$1.91K | 0.57% | 34 |
|
|
2019
Q4 | $5.83M | Buy |
108,765
+28,885
| +36% | +$1.55M | 0.44% | 45 |
|
|
2019
Q3 | $4.28M | Buy |
+79,880
| New | +$4.28M | 0.29% | 77 |
|
|
2019
Q1 | $227K | Sell |
4,296
-32,584
| -88% | -$1.72M | 0.03% | 436 |
|
|
2018
Q4 | $1.9M | Sell |
36,880
-19,604
| -35% | -$1.01M | 0.12% | 198 |
|
|
2018
Q3 | $2.93M | Sell |
56,484
-1,456
| -3% | -$75.5K | 0.12% | 194 |
|
|
2018
Q2 | $3M | Sell |
57,940
-5,194
| -8% | -$269K | 0.13% | 185 |
|
|
2018
Q1 | $3.3M | Hold |
63,134
| – | – | 0.15% | 160 |
|
|
2017
Q4 | $3.3M | Sell |
63,134
-2,258
| -3% | -$118K | 0.15% | 159 |
|
|
2017
Q3 | $3.45M | Sell |
65,392
-4,688
| -7% | -$247K | 0.14% | 168 |
|
|
2017
Q2 | $3.69M | Sell |
70,080
-6,116
| -8% | -$322K | 0.16% | 142 |
|
|
2017
Q1 | $4.01M | Sell |
76,196
-818
| -1% | -$43K | 0.17% | 127 |
|
|
2016
Q4 | $4.04M | Sell |
77,014
-22,694
| -23% | -$1.19M | 0.2% | 113 |
|
|
2016
Q3 | $5.27M | Sell |
99,708
-45,940
| -32% | -$2.43M | 0.27% | 74 |
|
|
2016
Q2 | $7.73M | Buy |
145,648
+137,056
| +1,595% | +$7.27M | 0.43% | 44 |
|
|
2016
Q1 | $227K | Sell |
8,592
-163,560
| -95% | -$4.32M | 0.03% | 436 |
|
|
2015
Q4 | $9M | Buy |
+172,152
| New | +$9M | 0.6% | 30 |
|