Jones Financial Companies’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 | $3.57M | Buy |
67,716
+12,573
| +23% | +$663K | ﹤0.01% | 587 |
|
|
2025
Q1 | $2.89M | Buy |
55,143
+40,264
| +271% | +$2.11M | ﹤0.01% | 554 |
|
|
2024
Q4 | $769K | Buy |
14,879
+6,690
| +82% | +$346K | ﹤0.01% | 830 |
|
|
2024
Q3 | $432K | Buy |
8,189
+4,834
| +144% | +$255K | ﹤0.01% | 872 |
|
|
2024
Q2 | $172K | Buy |
3,355
+2,355
| +236% | +$121K | ﹤0.01% | 878 |
|
|
2024
Q1 | $51.3K | Buy |
+1,000
| New | +$51.3K | ﹤0.01% | 725 |
|
|
2021
Q1 | – | Sell |
-725
| Closed | -$40K | – | 815 |
|
|
2020
Q4 | $40K | Buy |
+725
| New | +$40K | ﹤0.01% | 302 |
|