McClarren 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 | – | Sell |
-157
| Closed | -$76K | – | 182 |
|
|
2025
Q1 | $76K | Buy |
+157
| New | +$76K | 0.05% | 118 |
|
|
2024
Q4 | – | Sell |
-157
| Closed | -$33 | – | 252 |
|
|
2024
Q3 | $33 | Buy |
+157
| New | +$33 | ﹤0.01% | 142 |
|
|
2023
Q2 | – | Sell |
-215
| Closed | -$10K | – | 397 |
|
|
2023
Q1 | $10K | Hold |
215
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $10K | Buy |
+215
| New | +$10K | 0.01% | 247 |
|