JWBC
J.W. Burns & Co’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
89,156
+6,106
| +7% | +$322K | 0.57% | 44 |
|
|
2025
Q1 | $4.35M | Buy |
83,050
+10,468
| +14% | +$548K | 0.56% | 49 |
|
|
2024
Q4 | $3.75M | Buy |
72,582
+20,215
| +39% | +$1.05M | 0.48% | 50 |
|
|
2024
Q3 | $2.76M | Buy |
52,367
+415
| +0.8% | +$21.9K | 0.36% | 58 |
|
|
2024
Q2 | $2.66M | Sell |
51,952
-1,360
| -3% | -$69.7K | 0.36% | 60 |
|
|
2024
Q1 | $2.73M | Sell |
53,312
-2,450
| -4% | -$126K | 0.38% | 61 |
|
|
2023
Q4 | $2.86M | Sell |
55,762
-1,725
| -3% | -$88.4K | 0.42% | 55 |
|
|
2023
Q3 | $2.86M | Buy |
+57,487
| New | +$2.86M | 0.46% | 54 |
|