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