Kingswood Wealth 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 | $1.15M | Buy |
21,785
+1,351
| +7% | +$71.3K | 0.09% | 234 |
|
|
2025
Q1 | $1.07M | Buy |
20,434
+140
| +0.7% | +$7.33K | 0.1% | 228 |
|
|
2024
Q4 | $1.05M | Buy |
20,294
+13,971
| +221% | +$722K | 0.08% | 262 |
|
|
2024
Q3 | $333K | Sell |
6,323
-2,154
| -25% | -$113K | 0.02% | 551 |
|
|
2024
Q2 | $434K | Sell |
8,477
-888
| -9% | -$45.5K | 0.04% | 425 |
|
|
2024
Q1 | $480K | Buy |
9,365
+188
| +2% | +$9.64K | 0.06% | 359 |
|
|
2023
Q4 | $471K | Buy |
9,177
+2,612
| +40% | +$134K | 0.05% | 360 |
|
|
2023
Q3 | $327K | Buy |
+6,565
| New | +$327K | 0.06% | 313 |
|