OWA
Outlook 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 | $5.55M | Buy |
105,123
+2,723
| +3% | +$144K | 1.43% | 13 |
|
|
2025
Q1 | $5.36M | Buy |
102,400
+9,545
| +10% | +$500K | 1.49% | 13 |
|
|
2024
Q4 | $4.8M | Buy |
92,855
+849
| +0.9% | +$43.9K | 1.38% | 15 |
|
|
2024
Q3 | $4.85M | Buy |
92,006
+3,538
| +4% | +$186K | 1.39% | 15 |
|
|
2024
Q2 | $487K | Buy |
88,468
+2,725
| +3% | +$15K | 0.15% | 134 |
|
|
2024
Q1 | $4.4M | Buy |
+85,743
| New | +$4.4M | 1.36% | 15 |
|
|
2021
Q2 | – | Sell |
-26,987
| Closed | -$1.48M | – | 218 |
|
|
2021
Q1 | $1.48M | Sell |
26,987
-1,217
| -4% | -$66.6K | 0.51% | 52 |
|
|
2020
Q4 | $1.56M | Sell |
28,204
-697
| -2% | -$38.5K | 0.57% | 48 |
|
|
2020
Q3 | $1.59M | Sell |
28,901
-5,280
| -15% | -$290K | 0.63% | 40 |
|
|
2020
Q2 | $1.87M | Sell |
34,181
-1,865
| -5% | -$102K | 0.79% | 32 |
|
|
2020
Q1 | $1.89M | Buy |
+36,046
| New | +$1.89M | 1.07% | 27 |
|