MWA
MFA Wealth 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 | $2.54M | Sell |
48,137
-142,469
| -75% | -$7.52M | 0.6% | 35 |
|
|
2025
Q1 | $9.98M | Sell |
190,606
-193,734
| -50% | -$10.1M | 2.47% | 12 |
|
|
2024
Q4 | $19.9M | Buy |
384,340
+26,777
| +7% | +$1.38M | 5.09% | 5 |
|
|
2024
Q3 | $18.8M | Sell |
357,563
-4,898
| -1% | -$258K | 4.12% | 7 |
|
|
2024
Q2 | $18.6M | Buy |
362,461
+15,673
| +5% | +$803K | 4.06% | 6 |
|
|
2024
Q1 | $17.8M | Buy |
346,788
+18,930
| +6% | +$971K | 4.67% | 5 |
|
|
2023
Q4 | $16.8M | Buy |
327,858
+5,767
| +2% | +$296K | 4.73% | 5 |
|
|
2023
Q3 | $16M | Buy |
322,091
+3,518
| +1% | +$175K | 4.98% | 5 |
|
|
2023
Q2 | $16M | Buy |
318,573
+5,045
| +2% | +$253K | 5.03% | 5 |
|
|
2023
Q1 | $15.8M | Buy |
313,528
+5,536
| +2% | +$280K | 5.22% | 5 |
|
|
2022
Q4 | $15.3M | Sell |
307,992
-14,056
| -4% | -$700K | 5.56% | 5 |
|
|
2022
Q3 | $15.9M | Sell |
322,048
-1,636
| -0.5% | -$80.6K | 5.88% | 5 |
|
|
2022
Q2 | $16.4M | Buy |
323,684
+12,379
| +4% | +$626K | 5.98% | 5 |
|
|
2022
Q1 | $16.1M | Buy |
311,305
+56,712
| +22% | +$2.93M | 5.14% | 4 |
|
|
2021
Q4 | $13.7M | Sell |
254,593
-1,197
| -0.5% | -$64.5K | 5.8% | 3 |
|
|
2021
Q3 | $14M | Buy |
255,790
+27,758
| +12% | +$1.52M | 6.42% | 3 |
|
|
2021
Q2 | $12.5M | Buy |
+228,032
| New | +$12.5M | 5.64% | 3 |
|