JNBA Financial 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 | $6.02K | Hold |
114
| – | – | ﹤0.01% | 525 |
|
|
2025
Q1 | $5.97K | Hold |
114
| – | – | ﹤0.01% | 521 |
|
|
2024
Q4 | $5.89K | Buy |
+114
| New | +$5.89K | ﹤0.01% | 525 |
|
|
2023
Q2 | – | Sell |
-620
| Closed | -$31.3K | – | 730 |
|
|
2023
Q1 | $31.3K | Buy |
+620
| New | +$31.3K | ﹤0.01% | 340 |
|
|
2022
Q3 | – | Sell |
-605
| Closed | -$31K | – | 714 |
|
|
2022
Q2 | $31K | Hold |
605
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $31K | Hold |
605
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $33K | Hold |
605
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $33K | Hold |
605
| – | – | ﹤0.01% | 341 |
|
|
2021
Q2 | $33K | Hold |
605
| – | – | ﹤0.01% | 334 |
|
|
2021
Q1 | $33K | Hold |
605
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $33K | Hold |
605
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $33K | Hold |
605
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $33K | Hold |
605
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $32K | Buy |
+605
| New | +$32K | 0.01% | 261 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$10K | – | 624 |
|
|
2018
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 378 |
|
|
2016
Q1 | – | Sell |
-30
| Closed | -$2K | – | 552 |
|
|
2015
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 466 |
|
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 467 |
|
|
2015
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 477 |
|
|
2015
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2014
Q4 | $2K | Sell |
30
-664
| -96% | -$44.3K | ﹤0.01% | 494 |
|
|
2014
Q3 | $37K | Hold |
694
| – | – | 0.02% | 216 |
|
|
2014
Q2 | $37K | Hold |
694
| – | – | 0.02% | 207 |
|
|
2014
Q1 | $37K | Sell |
694
-1,356
| -66% | -$72.3K | 0.02% | 190 |
|
|
2013
Q4 | $108K | Buy |
2,050
+1,356
| +195% | +$71.4K | 0.06% | 113 |
|
|
2013
Q3 | $37K | Buy |
+694
| New | +$37K | 0.02% | 173 |
|