MWA
Monograph 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 | $27.2M | Buy |
515,522
+54,397
| +12% | +$2.87M | 3.35% | 7 |
|
|
2025
Q1 | $24.1M | Buy |
461,125
+128,567
| +39% | +$6.73M | 3.29% | 6 |
|
|
2024
Q4 | $17.2M | Buy |
332,558
+11,118
| +3% | +$575K | 2.27% | 10 |
|
|
2024
Q3 | $16.9M | Buy |
321,440
+165,383
| +106% | +$8.71M | 2.2% | 9 |
|
|
2024
Q2 | $8M | Buy |
156,057
+42,556
| +37% | +$2.18M | 1.17% | 16 |
|
|
2024
Q1 | $5.82M | Buy |
113,501
+78,877
| +228% | +$4.04M | 0.85% | 19 |
|
|
2023
Q4 | $1.78M | Buy |
+34,624
| New | +$1.78M | 0.32% | 28 |
|
|
2023
Q3 | – | Sell |
-43,114
| Closed | -$2.16M | – | 126 |
|
|
2023
Q2 | $2.16M | Buy |
43,114
+895
| +2% | +$44.9K | 0.46% | 21 |
|
|
2023
Q1 | $2.13M | Buy |
42,219
+1,959
| +5% | +$99K | 0.5% | 19 |
|
|
2022
Q4 | $2.01M | Buy |
+40,260
| New | +$2.01M | 0.53% | 18 |
|