LA
LVW 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
Q1 | – | Sell |
-67,840
| Closed | -$3.51M | – | 307 |
|
|
2024
Q4 | $3.51M | Buy |
67,840
+1,249
| +2% | +$64.6K | 0.42% | 37 |
|
|
2024
Q3 | $3.51M | Buy |
66,591
+2,072
| +3% | +$109K | 0.45% | 35 |
|
|
2024
Q2 | $3.31M | Buy |
64,519
+295
| +0.5% | +$15.1K | 0.48% | 32 |
|
|
2024
Q1 | $3.29M | Sell |
64,224
-902
| -1% | -$46.3K | 0.56% | 31 |
|
|
2023
Q4 | $3.34M | Hold |
65,126
| – | – | 0.63% | 30 |
|
|
2023
Q3 | $3.25M | Sell |
65,126
-1,220
| -2% | -$60.8K | 0.67% | 32 |
|
|
2023
Q2 | $3.33M | Buy |
66,346
+416
| +0.6% | +$20.9K | 0.64% | 38 |
|
|
2023
Q1 | $3.33M | Sell |
65,930
-53,472
| -45% | -$2.7M | 0.65% | 41 |
|
|
2022
Q4 | $5.95M | Buy |
+119,402
| New | +$5.95M | 1.21% | 14 |
|