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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.38M	Buy	140,161 +30,990	+28%	+$1.63M	0.18%	110
2025 Q1	$5.72M	Buy	109,171 +2,773	+3%	+$145K	0.16%	130
2024 Q4	$5.51M	Buy	106,398 +1,855	+2%	+$96.1K	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%	-$172K	0.16%	134
2024 Q1	$5.42M	Buy	105,737 +7,647	+8%	+$392K	0.17%	116
2023 Q4	$5.03M	Buy	98,090 +17,255	+21%	+$885K	0.18%	121
2023 Q3	$4.03M	Sell	80,835 -846	-1%	-$42.2K	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%	-$435K	0.16%	126
2022 Q4	$4.39M	Sell	88,042 -6,407	-7%	-$319K	0.2%	110
2022 Q3	$4.65M	Buy	94,449 +19,718	+26%	+$972K	0.24%	85
2022 Q2	$3.78M	Sell	74,731 -10,177	-12%	-$514K	0.25%	89
2022 Q1	$4.39M	Sell	84,908 -6,882	-7%	-$356K	0.25%	84
2021 Q4	$4.95M	Sell	91,790 -3,070	-3%	-$165K	0.26%	81
2021 Q3	$5.18M	Buy	94,860 +21,858	+30%	+$1.19M	0.31%	70
2021 Q2	$4M	Buy	73,002 +5,425	+8%	+$297K	0.24%	105
2021 Q1	$3.7M	Sell	67,577 -7,207	-10%	-$394K	0.25%	92
2020 Q4	$4.13M	Buy	74,784 +7,555	+11%	+$417K	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%	+$593K	0.32%	68
2020 Q1	$2.5M	Buy	47,822 +5,084	+12%	+$266K	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%	-$7.48K	0.26%	85
2019 Q1	$2.02M	Buy	38,204 +1,969	+5%	+$104K	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%	-$2.7K	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	+$1.46M	0.55%	49