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LWAC
Laurel Wealth Advisors (California)’s
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
IGSB Stock Details
IGSB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$333K
Buy
6,674
+708
+12%
+$35.1K
0.03%
474
2022
Q3
$294K
Sell
5,966
-8,869
-60%
-$448K
0.03%
489
2022
Q2
$750K
Buy
14,835
+9,662
+187%
+$492K
0.08%
265
2022
Q1
$267K
Sell
5,173
-736
-12%
-$38.8K
0.02%
626
2021
Q4
$319K
Buy
+5,909
New
+$320K
0.02%
598
2021
Q3
–
Sell
-4,880
Closed
-$267K
–
480
2021
Q2
$267K
Sell
4,880
-679
-12%
-$37.2K
0.03%
425
2021
Q1
$304K
Buy
5,559
+44
+0.8%
+$2.42K
0.05%
355
2020
Q4
$304K
Sell
5,515
-422
-7%
-$23.2K
0.04%
329
2020
Q3
$326K
Sell
5,937
-2,221
-27%
-$122K
0.05%
284
2020
Q2
$446K
Buy
8,158
+1,343
+20%
+$72.3K
0.08%
235
2020
Q1
$357K
Buy
6,815
+383
+6%
+$20.4K
0.08%
246
2019
Q4
$345K
Sell
6,432
-15,068
-70%
-$808K
0.06%
318
2019
Q3
$1.15M
Buy
21,500
+17,711
+467%
+$948K
0.2%
134
2019
Q2
$202K
Buy
+3,789
New
+$200K
0.04%
390
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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