IVC Wealth 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 | $3.14M | Buy |
59,559
+8,977
| +18% | +$474K | 1.53% | 16 |
|
|
2025
Q1 | $2.65M | Buy |
50,582
+7,284
| +17% | +$381K | 1.42% | 13 |
|
|
2024
Q4 | $2.24M | Buy |
43,298
+447
| +1% | +$23.1K | 1.25% | 15 |
|
|
2024
Q3 | $2.26M | Buy |
42,851
+468
| +1% | +$24.6K | 1.24% | 16 |
|
|
2024
Q2 | $2.17M | Buy |
42,383
+1,978
| +5% | +$101K | 1.21% | 17 |
|
|
2024
Q1 | $2.07M | Buy |
40,405
+2,466
| +6% | +$126K | 1.2% | 15 |
|
|
2023
Q4 | $1.95M | Sell |
37,939
-845
| -2% | -$43.3K | 1.21% | 16 |
|
|
2023
Q3 | $1.93M | Sell |
38,784
-2,286
| -6% | -$114K | 1.29% | 13 |
|
|
2023
Q2 | $2.06M | Sell |
41,070
-51
| -0.1% | -$2.56K | 1.3% | 11 |
|
|
2023
Q1 | $2.08M | Sell |
41,121
-9,220
| -18% | -$466K | 1.47% | 10 |
|
|
2022
Q4 | $2.51M | Sell |
50,341
-2,635
| -5% | -$131K | 1.85% | 5 |
|
|
2022
Q3 | $2.61M | Buy |
52,976
+2,610
| +5% | +$129K | 2.1% | 5 |
|
|
2022
Q2 | $2.55M | Buy |
50,366
+3,513
| +7% | +$178K | 1.97% | 5 |
|
|
2022
Q1 | $2.42M | Buy |
46,853
+4,021
| +9% | +$208K | 1.59% | 8 |
|
|
2021
Q4 | $2.31M | Buy |
42,832
+6,204
| +17% | +$334K | 1.49% | 10 |
|
|
2021
Q3 | $2M | Buy |
36,628
+2,413
| +7% | +$132K | 1.38% | 13 |
|
|
2021
Q2 | $1.88M | Buy |
34,215
+6,715
| +24% | +$368K | 1.32% | 14 |
|
|
2021
Q1 | $1.5M | Buy |
27,500
+6,787
| +33% | +$371K | 1.18% | 17 |
|
|
2020
Q4 | $1.14M | Buy |
+20,713
| New | +$1.14M | 1.09% | 22 |
|