Mayflower Financial Advisors’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 | $474K | Sell |
8,993
-30
| -0.3% | -$1.58K | 0.07% | 250 |
|
|
2025
Q1 | $473K | Sell |
9,023
-60
| -0.7% | -$3.14K | 0.07% | 236 |
|
|
2024
Q4 | $470K | Sell |
9,083
-382
| -4% | -$19.7K | 0.07% | 235 |
|
|
2024
Q3 | $498K | Hold |
9,465
| – | – | 0.08% | 220 |
|
|
2024
Q2 | $485K | Sell |
9,465
-400
| -4% | -$20.5K | 0.08% | 215 |
|
|
2024
Q1 | $506K | Sell |
9,865
-65
| -0.7% | -$3.33K | 0.08% | 212 |
|
|
2023
Q4 | $509K | Sell |
9,930
-929
| -9% | -$47.6K | 0.07% | 202 |
|
|
2023
Q3 | $541K | Hold |
10,859
| – | – | 0.08% | 184 |
|
|
2023
Q2 | $545K | Sell |
10,859
-1,035
| -9% | -$51.9K | 0.07% | 190 |
|
|
2023
Q1 | $601K | Sell |
11,894
-308
| -3% | -$15.6K | 0.08% | 179 |
|
|
2022
Q4 | $608K | Sell |
12,202
-2,636
| -18% | -$131K | 0.08% | 169 |
|
|
2022
Q3 | $731K | Hold |
14,838
| – | – | 0.12% | 136 |
|
|
2022
Q2 | $750K | Sell |
14,838
-977
| -6% | -$49.4K | 0.11% | 134 |
|
|
2022
Q1 | $818K | Sell |
15,815
-200
| -1% | -$10.3K | 0.11% | 135 |
|
|
2021
Q4 | $863K | Sell |
16,015
-65
| -0.4% | -$3.5K | 0.11% | 126 |
|
|
2021
Q3 | $874K | Buy |
16,080
+224
| +1% | +$12.2K | 0.12% | 122 |
|
|
2021
Q2 | $869K | Sell |
15,856
-1,975
| -11% | -$108K | 0.12% | 115 |
|
|
2021
Q1 | $975K | Sell |
17,831
-700
| -4% | -$38.3K | 0.14% | 101 |
|
|
2020
Q4 | $1.02M | Buy |
+18,531
| New | +$1.02M | 0.18% | 87 |
|