Loring Wolcott & Coolidge Fiduciary 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 | $67.5K | Hold |
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2025
Q2 | $67.1K | Hold |
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2025
Q1 | $66.2K | Hold |
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|
2024
Q4 | $66.1K | Sell |
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|
2024
Q3 | $85.2K | Buy |
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|
2024
Q2 | $65.6K | Hold |
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|
2024
Q1 | $64.5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $26K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $47K | Hold |
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|
2015
Q2 | $47K | Hold |
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|
2015
Q1 | $47K | Sell |
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|
2014
Q4 | $80K | Buy |
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|
2014
Q3 | $47K | Hold |
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|
2014
Q2 | $48K | Hold |
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|
2014
Q1 | $47K | Hold |
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|
2013
Q4 | $47K | Hold |
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|
2013
Q3 | $47K | Hold |
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|
2013
Q2 | $47K | Buy |
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