NEWAS
N.E.W. Advisory Services’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 | $52.6K | Hold |
997
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $52.2K | Buy |
+997
| New | +$52.2K | ﹤0.01% | 351 |
|
|
2022
Q2 | – | Sell |
-6,499
| Closed | -$354K | – | 139 |
|
|
2022
Q1 | $354K | Buy |
+6,499
| New | +$354K | 0.07% | 96 |
|
|
2021
Q4 | – | Sell |
-4,776
| Closed | -$261K | – | 136 |
|
|
2021
Q3 | $261K | Sell |
4,776
-812
| -15% | -$44.4K | 0.04% | 115 |
|
|
2021
Q2 | $308K | Sell |
5,588
-911
| -14% | -$50.2K | 0.05% | 105 |
|
|
2021
Q1 | $353K | Sell |
6,499
-1,637
| -20% | -$88.9K | 0.07% | 97 |
|
|
2020
Q4 | $447K | Buy |
+8,136
| New | +$447K | 0.09% | 93 |
|