OWA
Octavia 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 | $537K | Sell |
10,182
-3,110
| -23% | -$164K | 0.06% | 111 |
|
|
2025
Q1 | $696K | Sell |
13,292
-7
| -0.1% | -$367 | 0.08% | 92 |
|
|
2024
Q4 | $688K | Buy |
13,299
+7
| +0.1% | +$362 | 0.08% | 89 |
|
|
2024
Q3 | $700K | Sell |
13,292
-40
| -0.3% | -$2.11K | 0.09% | 92 |
|
|
2024
Q2 | $683K | Buy |
13,332
+3,102
| +30% | +$159K | 0.09% | 95 |
|
|
2024
Q1 | $525K | Sell |
10,230
-28,621
| -74% | -$1.47M | 0.08% | 110 |
|
|
2023
Q4 | $1.99M | Buy |
38,851
+24,361
| +168% | +$1.25M | 0.35% | 40 |
|
|
2023
Q3 | $722K | Sell |
14,490
-357
| -2% | -$17.8K | 0.15% | 76 |
|
|
2023
Q2 | $745K | Buy |
14,847
+1,670
| +13% | +$83.8K | 0.15% | 75 |
|
|
2023
Q1 | $666K | Sell |
13,177
-6,973
| -35% | -$352K | 0.15% | 74 |
|
|
2022
Q4 | $1M | Buy |
20,150
+1,292
| +7% | +$64.4K | 0.25% | 62 |
|
|
2022
Q3 | $929K | Sell |
18,858
-271
| -1% | -$13.4K | 0.25% | 61 |
|
|
2022
Q2 | $968K | Sell |
19,129
-187
| -1% | -$9.46K | 0.25% | 61 |
|
|
2022
Q1 | $999K | Sell |
19,316
-2,485
| -11% | -$129K | 0.22% | 66 |
|
|
2021
Q4 | $1.18M | Buy |
21,801
+965
| +5% | +$52K | 0.25% | 59 |
|
|
2021
Q3 | $1.14M | Sell |
20,836
-147
| -0.7% | -$8.03K | 0.29% | 57 |
|
|
2021
Q2 | $1.15M | Sell |
20,983
-2,553
| -11% | -$140K | 0.3% | 59 |
|
|
2021
Q1 | $1.29M | Sell |
23,536
-655
| -3% | -$35.8K | 0.38% | 54 |
|
|
2020
Q4 | $1.34M | Buy |
+24,191
| New | +$1.34M | 0.43% | 48 |
|