Jacobson & Schmitt Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Buy |
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2025
Q1 | $19.3M | Buy |
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2024
Q4 | $17M | Buy |
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2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $9.05M | Hold |
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|
2022
Q3 | $9.05M | Buy |
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|
2022
Q2 | $9.21M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.71M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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