OneDigital Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
513,959
+26,270
| +5% | +$1.39M | 0.3% | 70 |
|
|
2025
Q1 | $25.5M | Sell |
487,689
-55,220
| -10% | -$2.89M | 0.3% | 67 |
|
|
2024
Q4 | $28.1M | Buy |
542,909
+1,045
| +0.2% | +$54K | 0.33% | 60 |
|
|
2024
Q3 | $28.5M | Buy |
541,864
+188,035
| +53% | +$9.9M | 0.33% | 59 |
|
|
2024
Q2 | $18.1M | Sell |
353,829
-27,224
| -7% | -$1.39M | 0.23% | 86 |
|
|
2024
Q1 | $19.5M | Buy |
381,053
+32,166
| +9% | +$1.65M | 0.31% | 70 |
|
|
2023
Q4 | $17.9M | Buy |
348,887
+281,594
| +418% | +$14.4M | 0.31% | 71 |
|
|
2023
Q3 | $3.35M | Buy |
67,293
+14,079
| +26% | +$702K | 0.07% | 201 |
|
|
2023
Q2 | $2.67M | Buy |
53,214
+5,970
| +13% | +$300K | 0.06% | 225 |
|
|
2023
Q1 | $2.39M | Buy |
47,244
+3,306
| +8% | +$167K | 0.06% | 246 |
|
|
2022
Q4 | $2.19M | Sell |
43,938
-20,033
| -31% | -$998K | 0.06% | 247 |
|
|
2022
Q3 | $3.15M | Buy |
63,971
+33,848
| +112% | +$1.67M | 0.12% | 126 |
|
|
2022
Q2 | $1.52M | Buy |
30,123
+1,990
| +7% | +$101K | 0.07% | 199 |
|
|
2022
Q1 | $1.46M | Sell |
28,133
-2,477
| -8% | -$128K | 0.06% | 206 |
|
|
2021
Q4 | $1.65M | Sell |
30,610
-2,194
| -7% | -$118K | 0.06% | 194 |
|
|
2021
Q3 | $1.79M | Sell |
32,804
-404
| -1% | -$22.1K | 0.07% | 173 |
|
|
2021
Q2 | $1.82M | Buy |
33,208
+1,017
| +3% | +$55.7K | 0.07% | 170 |
|
|
2021
Q1 | $1.76M | Sell |
32,191
-4,665
| -13% | -$255K | 0.08% | 165 |
|
|
2020
Q4 | $2.03M | Sell |
36,856
-6,944
| -16% | -$383K | 0.11% | 139 |
|
|
2020
Q3 | $2.4M | Sell |
43,800
-9,106
| -17% | -$500K | 0.17% | 103 |
|
|
2020
Q2 | $2.9M | Buy |
52,906
+959
| +2% | +$52.5K | 0.21% | 96 |
|
|
2020
Q1 | $2.76M | Sell |
51,947
-14,495
| -22% | -$769K | 0.24% | 90 |
|
|
2019
Q4 | $3.56M | Sell |
66,442
-1,881
| -3% | -$101K | 0.28% | 76 |
|
|
2019
Q3 | $3.67M | Buy |
68,323
+52,830
| +341% | +$2.84M | 0.33% | 73 |
|
|
2019
Q2 | $828K | Sell |
15,493
-30,664
| -66% | -$1.64M | 0.06% | 178 |
|
|
2019
Q1 | $2.43M | Sell |
46,157
-7,445
| -14% | -$392K | 0.36% | 63 |
|
|
2018
Q4 | $2.77M | Sell |
53,602
-2,482
| -4% | -$128K | 0.47% | 55 |
|
|
2018
Q3 | $2.91M | Sell |
56,084
-11,640
| -17% | -$603K | 0.68% | 27 |
|
|
2018
Q2 | $3.51M | Buy |
67,724
+828
| +1% | +$42.9K | 0.74% | 26 |
|
|
2018
Q1 | $3.47M | Sell |
66,896
-1,486
| -2% | -$77.1K | 0.76% | 25 |
|
|
2017
Q4 | $3.57M | Buy |
68,382
+66,948
| +4,669% | +$3.5M | 0.41% | 23 |
|
|
2017
Q3 | $76K | Sell |
1,434
-64,666
| -98% | -$3.43M | 0.03% | 285 |
|
|
2017
Q2 | $3.48M | Buy |
+66,100
| New | +$3.48M | 1.04% | 16 |
|