LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.1K | Hold |
1,271
| – | – | ﹤0.01% | 374 |
|
|
2025
Q1 | $66.2K | Hold |
1,271
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $66.1K | Sell |
1,271
-365
| -22% | -$19K | ﹤0.01% | 372 |
|
|
2024
Q3 | $85.2K | Buy |
1,636
+365
| +29% | +$19K | ﹤0.01% | 351 |
|
|
2024
Q2 | $65.6K | Hold |
1,271
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $64.5K | Buy |
+1,271
| New | +$64.5K | ﹤0.01% | 373 |
|
|
2019
Q4 | – | Sell |
-650
| Closed | -$35K | – | 691 |
|
|
2019
Q3 | $35K | Hold |
650
| – | – | ﹤0.01% | 452 |
|
|
2019
Q2 | $35K | Hold |
650
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $34K | Hold |
650
| – | – | ﹤0.01% | 446 |
|
|
2018
Q4 | $34K | Buy |
+650
| New | +$34K | ﹤0.01% | 454 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$26K | – | 696 |
|
|
2018
Q1 | $26K | Buy |
+250
| New | +$26K | ﹤0.01% | 509 |
|
|
2015
Q4 | – | Sell |
-450
| Closed | -$47K | – | 656 |
|
|
2015
Q3 | $47K | Hold |
450
| – | – | ﹤0.01% | 421 |
|
|
2015
Q2 | $47K | Hold |
450
| – | – | ﹤0.01% | 421 |
|
|
2015
Q1 | $47K | Sell |
450
-315
| -41% | -$32.9K | ﹤0.01% | 438 |
|
|
2014
Q4 | $80K | Buy |
765
+315
| +70% | +$32.9K | ﹤0.01% | 379 |
|
|
2014
Q3 | $47K | Hold |
450
| – | – | ﹤0.01% | 421 |
|
|
2014
Q2 | $48K | Hold |
450
| – | – | ﹤0.01% | 437 |
|
|
2014
Q1 | $47K | Hold |
450
| – | – | ﹤0.01% | 418 |
|
|
2013
Q4 | $47K | Hold |
450
| – | – | ﹤0.01% | 396 |
|
|
2013
Q3 | $47K | Hold |
450
| – | – | ﹤0.01% | 377 |
|
|
2013
Q2 | $47K | Buy |
+450
| New | +$47K | ﹤0.01% | 394 |
|