Kelleher Financial 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
Q3
$50.9K Buy
2017
Q4
Sell
2017
Q3
$260K Sell
2017
Q2
$264K Hold
2017
Q1
$264K Sell
2016
Q4
$274K Hold
2016
Q3
$276K Sell
2016
Q2
$402K Sell
2016
Q1
$667K Buy
2015
Q4
$521K Buy
2015
Q3
$482K Buy
2015
Q2
$372K Sell
2015
Q1
$399K Buy
2014
Q4
$335K Buy
2014
Q3
$325K Buy