Octavia Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
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2025
Q1 | $696K | Sell |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $700K | Sell |
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|
2024
Q2 | $683K | Buy |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $722K | Sell |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $968K | Sell |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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