Laurel Wealth Advisors (North Carolina)’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 | $1.76M | Buy |
92,972
+91,209
| +5,174% | +$1.73M | 0.03% | 204 |
|
|
2025
Q1 | $92.3K | Hold |
1,763
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $91.1K | Hold |
1,763
| – | – | 0.01% | 249 |
|
|
2024
Q3 | $92.8K | Hold |
1,763
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $90.3K | Buy |
1,763
+18
| +1% | +$922 | 0.02% | 235 |
|
|
2024
Q1 | $89.5K | Buy |
1,745
+10
| +0.6% | +$513 | 0.02% | 245 |
|
|
2023
Q4 | $88.9K | Buy |
1,735
+21
| +1% | +$1.08K | 0.02% | 238 |
|
|
2023
Q3 | $85.4K | Buy |
1,714
+15
| +0.9% | +$747 | 0.02% | 233 |
|
|
2023
Q2 | $85.2K | Buy |
1,699
+13
| +0.8% | +$652 | 0.02% | 238 |
|
|
2023
Q1 | $85.2K | Buy |
1,686
+8
| +0.5% | +$404 | 0.02% | 237 |
|
|
2022
Q4 | $83.6K | Buy |
1,678
+15
| +0.9% | +$747 | 0.02% | 219 |
|
|
2022
Q3 | $82K | Buy |
1,663
+8
| +0.5% | +$394 | 0.02% | 213 |
|
|
2022
Q2 | $84K | Buy |
1,655
+7
| +0.4% | +$355 | 0.02% | 212 |
|
|
2022
Q1 | $85K | Buy |
1,648
+4
| +0.2% | +$206 | 0.02% | 231 |
|
|
2021
Q4 | $89K | Buy |
1,644
+11
| +0.7% | +$595 | 0.02% | 222 |
|
|
2021
Q3 | $89K | Sell |
1,633
-2,244
| -58% | -$122K | 0.02% | 219 |
|
|
2021
Q2 | $212K | Buy |
3,877
+1,507
| +64% | +$82.4K | 0.05% | 165 |
|
|
2021
Q1 | $130K | Buy |
2,370
+750
| +46% | +$41.1K | 0.03% | 186 |
|
|
2020
Q4 | $89K | Hold |
1,620
| – | – | 0.02% | 205 |
|
|
2020
Q3 | $89K | Hold |
1,620
| – | – | 0.03% | 189 |
|
|
2020
Q2 | $89K | Buy |
1,620
+4
| +0.2% | +$220 | 0.03% | 181 |
|
|
2020
Q1 | $85K | Buy |
1,616
+8
| +0.5% | +$421 | 0.03% | 176 |
|
|
2019
Q4 | $86K | Buy |
1,608
+16
| +1% | +$856 | 0.03% | 197 |
|
|
2019
Q3 | $85K | Buy |
1,592
+12
| +0.8% | +$641 | 0.03% | 194 |
|
|
2019
Q2 | $84K | Buy |
1,580
+13
| +0.8% | +$691 | 0.03% | 192 |
|
|
2019
Q1 | $83K | Buy |
1,567
+8
| +0.5% | +$424 | 0.03% | 192 |
|
|
2018
Q4 | $81K | Buy |
+1,559
| New | +$81K | 0.03% | 180 |
|