Moneta Group Investment 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 | $209K | Buy |
+3,954
| New | +$209K | ﹤0.01% | 665 |
|
|
2021
Q1 | – | Sell |
-6,797
| Closed | -$375K | – | 426 |
|
|
2020
Q4 | $375K | Sell |
6,797
-15,057
| -69% | -$831K | 0.03% | 228 |
|
|
2020
Q3 | $1.2M | Sell |
21,854
-14,629
| -40% | -$803K | 0.1% | 112 |
|
|
2020
Q2 | $2M | Sell |
36,483
-13,001
| -26% | -$711K | 0.19% | 87 |
|
|
2020
Q1 | $2.59M | Sell |
49,484
-358
| -0.7% | -$18.7K | 0.27% | 68 |
|
|
2019
Q4 | $2.67M | Hold |
49,842
| – | – | 0.22% | 70 |
|
|
2019
Q3 | $2.68M | Buy |
+49,842
| New | +$2.68M | 0.25% | 72 |
|