Mutual Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Mutual Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.75M	Sell	185,497 -351,128	-65%	-$18.6M	0.21%	89
2025 Q4	$28.4M	Sell	536,625 -37,171	-6%	-$1.97M	0.61%	22
2025 Q3	$30.5M	Buy	573,796 +433,635	+309%	+$22.9M	0.67%	19
2025 Q2	$7.38M	Buy	140,161 +30,990	+28%	+$1.62M	0.18%	110
2025 Q1	$5.72M	Buy	109,171 +2,773	+3%	+$144K	0.16%	130
2024 Q4	$5.51M	Buy	106,398 +1,855	+2%	+$96.4K	0.16%	122
2024 Q3	$5.45M	Buy	104,543 +2,130	+2%	+$111K	0.16%	124
2024 Q2	$5.3M	Sell	102,413 -3,324	-3%	-$170K	0.16%	134
2024 Q1	$5.42M	Buy	105,737 +7,647	+8%	+$391K	0.17%	116
2023 Q4	$5.03M	Buy	98,090 +17,255	+21%	+$866K	0.18%	121
2023 Q3	$4.03M	Sell	80,835 -846	-1%	-$42.3K	0.16%	134
2023 Q2	$4.1M	Buy	81,681 +2,246	+3%	+$113K	0.16%	129
2023 Q1	$4.01M	Sell	79,435 -8,607	-10%	-$432K	0.16%	126
2022 Q4	$4.39M	Sell	88,042 -6,407	-7%	-$317K	0.2%	110
2022 Q3	$4.65M	Buy	94,449 +19,718	+26%	+$995K	0.24%	85
2022 Q2	$3.78M	Sell	74,731 -10,177	-12%	-$518K	0.25%	89
2022 Q1	$4.39M	Sell	84,908 -6,882	-7%	-$363K	0.25%	84
2021 Q4	$4.95M	Sell	91,790 -3,070	-3%	-$166K	0.26%	81
2021 Q3	$5.18M	Buy	94,860 +21,858	+30%	+$1.2M	0.31%	70
2021 Q2	$4M	Buy	73,002 +5,425	+8%	+$297K	0.24%	105
2021 Q1	$3.69M	Sell	67,577 -7,207	-10%	-$396K	0.25%	92
2020 Q4	$4.13M	Buy	74,784 +7,555	+11%	+$415K	0.31%	69
2020 Q3	$3.69M	Buy	67,229 +8,572	+15%	+$471K	0.32%	68
2020 Q2	$3.21M	Buy	58,657 +10,835	+23%	+$584K	0.32%	68
2020 Q1	$2.5M	Buy	47,822 +5,084	+12%	+$271K	0.34%	62
2019 Q4	$2.29M	Buy	42,738 +1,802	+4%	+$96.6K	0.24%	102
2019 Q3	$2.2M	Buy	40,936 +2,872	+8%	+$154K	0.29%	84
2019 Q2	$2.03M	Sell	38,064 -140	-0.4%	-$7.4K	0.26%	85
2019 Q1	$2.02M	Buy	38,204 +1,969	+5%	+$103K	0.3%	77
2018 Q4	$1.87M	Buy	36,235 +977	+3%	+$50.4K	0.37%	60
2018 Q3	$1.83M	Buy	35,258 +7,046	+25%	+$365K	0.28%	81
2018 Q2	$1.46M	Sell	28,212 -52	-0.2%	-$2.69K	0.33%	89
2018 Q1	$1.47M	Buy	28,264 +250	+0.9%	+$13K	0.37%	67
2017 Q4	$1.46M	Buy	+28,014	New	+$1.47M	0.55%	49