Pacific Capital Wealth 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
Q1 | – | Sell |
-1,148
| Closed | -$59.4K | – | 214 |
|
|
2024
Q4 | $59.4K | Buy |
+1,148
| New | +$59.4K | 0.01% | 136 |
|
|
2023
Q4 | – | Sell |
-6,138
| Closed | -$306K | – | 347 |
|
|
2023
Q3 | $306K | Hold |
6,138
| – | – | 0.09% | 56 |
|
|
2023
Q2 | $308K | Sell |
6,138
-7,242
| -54% | -$363K | 0.08% | 54 |
|
|
2023
Q1 | $676K | Hold |
13,380
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $667K | Buy |
+13,380
| New | +$667K | 0.17% | 56 |
|